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Adviser Intelligence founder and chief executive Jacqui Henderson has called on advisers to be more welcoming of technological advancements to the industry....

Financial planning • 17 August 2017

Managed accounts provide an efficient business model, allowing advisers to spend less time on administration and more time on client-facing activities....

Knowledge Centre • 17 August 2017

The Australian Taxation Office has hit back at erroneous assertions around the implementation of Single Touch Payroll arrangements in new employees’ super fund selection....

Superannuation • 17 August 2017

Accountants have helped drive a 51 per cent increase in the number of new advisers listed on the Australian Securities and Investments Commission Financial Adviser Regist...

Financial planning • 17 August 2017

The major banks are looking to find ways around the Future of Financial Advice changes, according to Industry Super Australia....

Policy & Regulation • 17 August 2017

The average SMSF contribution amount tripled in the June, with a 1.8 per cent increase in cash contributions, according to SuperConcepts....

Superannuation • 18 August 2017

The latest Chant West data has confirmed a flat start to the new financial year for the median growth fund....

Superannuation • 18 August 2017

IRESS has reported a 10 per cent increase in its net profit for the first half of the year thanks to its acquisition of Financial Synergy....

Financial planning • 18 August 2017

Australian Unity has this week announced the appointment of Adam Kirk to the newly-created role of national manager, retail distribution....

People & Products • 18 August 2017

Certainty Advice Group has created a certification to help advisers deliver comprehensive and ethical value for clients....

Financial planning • 18 August 2017

In a world of low interest rates and economic uncertainty, Australian equities offer compelling opportunities for income investors....

Knowledge Centre • 18 August 2017

Some miscreant financial planners may have left the planning industry and thus avoided prosecution by the Australian Securities and Investments Commission but face actio...

Financial planning • 18 August 2017

Ex-AMP Financial Planning adviser, Daniel Joseph Noonan has been permanently banned by ASIC after he misappropriated $2.5 million. ...

Financial planning • 18 August 2017

Liquidnet has appointed Murrough O’Brien as new head of Australia to help drive the next phase of growth....

Funds management • 21 August 2017

AMP Capital has reached final close on its Capital Infrastructure Debt Fund III, raising US$4.1 billion....

Funds management • 21 August 2017

Charter Hall Direct Property has today announced the launch of the Charter Hall Direct PFA Fund....

Funds management • 21 August 2017

Disciplined investing and global equities have driven Perpetual Equity Investment’s net profit up to $31.8 million for the year ending June 30....

Funds management • 21 August 2017

Quantifeed has launched a new model portfolio aimed at capturing the opportunity of the multi-year Belt and Road Initiative led by China....

Funds management • 21 August 2017

The SMSF Association has this week announced the appointment of a new patron to succeed former High Court of Australia chief justice, Sir Anthony Mason....

People & Products • 21 August 2017

There is too much focus on the engagement piece rather than compliance when it comes to financial services firms embracing the digital advice path, Decimal believes....

Financial planning • 21 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