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While CBA is looking to pay at least $32.3 million in customer and employee review and remediation actions, it does not include all regulatory matters the bank is reviewi...

Financial planning • 15 August 2017

Utilising platform, planner and industry funds distribution channels, Challenger Limited has recorded a 21 per cent increase in full-year profit on the back of record ann...

Financial planning • 15 August 2017

Superannuation fund trustees should not be subject to the same penalties that apply to directors of Managed Investment Schemes and should be allowed lee-way for ‘honest m...

Superannuation • 15 August 2017

Fund manager Alphinity Investment Management has grown its team with two senior analyst appointments....

People & Products • 16 August 2017

Mercer New Zealand has appointed highly experienced Maori executive, Kristen KohereSoutar, to its board....

People & Products • 16 August 2017

The recently-launched commercial property focused ANREV Australia Monthly Index has confirmed the strength of the local market....

People & Products • 16 August 2017

Key appointments have been announced at Insight Investment both globally and in Australia....

People & Products • 16 August 2017

Former Lazard staffer, Ben Williams joins UBS AM as Head of Wholesale....

People & Products • 16 August 2017

SuperRatings superannuation consultancy leader, Wendy Tse has been lured back to KPMG....

People & Products • 16 August 2017

Class has this week announced positive growth in revenue and earnings in its FY2017 results with a 37 per cent increase in net profits after tax....

Superannuation • 16 August 2017

There are significant active management investment opportunities thanks to the increasing flow of passive index funds and ETFs, Greencape Capital believes....

Funds management • 16 August 2017

Findings from a Deloitte report on cybercrime have placed financial services providers in the Asia-Pacific as a key target for attacks....

Policy & Regulation • 16 August 2017

The Schroder Equity Opportunities Fund provides exposure to a range of Australian listed companies across the full market capitalisation spectrum....

Knowledge Centre • 16 August 2017

While the worst performing funds included an Islamic, a bear hedge, and an Australian value wholesale fund, FE Analytics data showed funds from CFS and Perpetual also und...

Funds management • 16 August 2017

Industry Super Australia is claiming the interests of the big banks have been put ahead of those of consumers under the ATO’s proposed approach to employee selection of s...

Superannuation • 16 August 2017

The AFA has seriously questioned the value of ASIC’s oversight of codes of conduct, noting that the FOFA ‘opt-in’ code took years and is the only one in existence....

Financial planning • 16 August 2017

The Australian Institute of Superannuation Trustees has backed the government’s proposed reporting regime for unpaid super....

Superannuation • 17 August 2017

MFS Investment Management is offering a blended research strategy trust for the first time to the retail market. ...

Funds management • 17 August 2017

Cash ETFs experienced a plethora of products since the start of the year, but Morningstar warns that each product comes with its own nuance....

Funds management • 17 August 2017

ASIC has made a previously banned and disqualified financial adviser, Joshua Fuoco, a fourth defendant in its proceedings against his three firms....

Financial planning • 17 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’...

1 week ago

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

1 month ago

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. ...

1 week 3 days ago

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...

2 weeks 5 days ago