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The majority of Australians have not seen a financial adviser despite mounting concerns about their retirement as they feel it is only for the wealthy....

Financial planning • 7 August 2017

The financial planning industry is already a profession and it does not need the community to accept it for it to be a profession, according to Fiducian’s Indy Singh. ...

Financial planning • 7 August 2017

The Australian Securities and Investments Commission has laid bare the reality that professional indemnity insurance doesn’t adequately protect the interests of consumers...

Financial planning • 7 August 2017

BetaShares’ fundamental index strategy has outperformed traditional market cap weighted indices as it returns 19.68 per cent for one year to 30 June 2017....

Funds management • 7 August 2017

Government risks advantaging wealthy retirees at expense of others with its Budget home down-sizing measure warns industry funds....

Superannuation • 8 August 2017

AIA Australia has announced updates to new business premium rates for its Priority Protection and Priority Protection for Platform Investors products....

Life/Risk • 8 August 2017

Super funds considering responsible investment should partner with a responsible investing implementation manager, according to Parametric....

Funds management • 8 August 2017

The First Home Super Saver Scheme should receive bipartisan support in Parliament to assist first home buyers in meeting their savings target more quickly....

Superannuation • 8 August 2017

Australian fixed income has outperformed cash over the past decade but investors still have low allocation to bonds....

Knowledge Centre • 8 August 2017

IOOF chief executive, Christopher Kelaher has attributed a strong full-year result to the company’s advice-led strategy....

Financial planning • 8 August 2017

The Commonwealth Bank board may be backing its chief executive, Ian Narev but both he and his senior executive team are being made to take a remuneration haircut....

Accounting • 8 August 2017

Government risks advantaging wealthy retirees at expense of others with its Budget home down-sizing measure warns industry funds....

Superannuation • 8 August 2017

The Financial Planning Association has warned the Government of serious unintended consequences associated with the implementation of its First Home Super Saver Scheme....

Superannuation • 8 August 2017

Spire Capital’s USA ROC II says its ‘buy, fix and sell strategy’ has helped the fund top the ranking for the best performing global property fund returns albeit this has ...

Funds management • 8 August 2017

The Institute of Managed Account Professionals has looked to kick off a forum designed to help dealer group research and investment teams....

People & Products • 9 August 2017

National broker franchise MoneyQuest has looked to extend its service capability with four new appointments....

People & Products • 9 August 2017

Alpha Fund Managers has rewarded Quay Global Investors with a global listed real estate mandate....

People & Products • 9 August 2017

OneVue has appointed industry veteran, Richard Linnegan as its new chief operating officer, fund services....

People & Products • 9 August 2017

Australian risk tolerance specialist firm, FinaMetrica has merged with Canadian firm, PlanPlus cementing a decade-long collaboration....

People & Products • 9 August 2017

Cloud-based SMSF specialist Class Super has entered into a partnership with Countplus....

People & Products • 9 August 2017
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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