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The Australian Prudential Regulation Authority may find itself with discretion to use the new Bank Executive Accountability Regime at the end of its probe into the Common...

Financial planning • 30 August 2017

Mortgages should be deemed financial products under the Corporations Act requiring the provision of licensed advice, according to actuarial consultancy, Rice Warner....

Financial planning • 30 August 2017

Financial planning firm Fitzpatricks Group has gained private equity backing to drive its growth ambitions....

People & Products • 30 August 2017

CountPlus is searching externally for a new CFO to lead the team through a period of business and cultural change as John Collier has resigned from the role....

People & Products • 30 August 2017

Yellow Brick Road has announced its maiden profit of $2 million for FY17, helped by a significant rise of the value of its loan book....

Financial planning • 31 August 2017

Netwealth has exceeded $15 billion in FUMA off the back of its managed account and platform technology growth. ...

Funds management • 31 August 2017

Australian Unity has posted a solid full-year result with Personal Financial Services well positioned following creation of Australian Unity Trustees....

Financial planning • 31 August 2017

MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big data, algorithms, robo-advice and AI....

Tech • 31 August 2017

The Association of Financial Advisers has sought clarity on how the Australian Prudential Regulation Authority would use increased information about monies expended by su...

Financial planning • 31 August 2017

Industry Super Australia has attacked the direction of the Productivity Commission’s latest superannuation inquiry arguing it is too focused on competition while ignoring...

Superannuation • 31 August 2017

Australian Ethical has posted a three per cent drop in net profit after tax attributable to shareholders, on the back of costs associated with unit price remediation....

Superannuation • 31 August 2017

An extraordinary general meeting of unitholders in The Infrastructure Fund has seen a decision to part ways with Hastings Funds Management as portfolio manager....

Funds management • 31 August 2017

The current Northern Trust chief administrative officer has been named as the wealth manager’s country head of Singapore and head of South-East Asia....

People & Products • 31 August 2017

Bennelong Funds Management has appointed David Whitby to the newly-created role of director wholesale sales, NSW....

Funds management • 1 September 2017

Vanguard has advocated for governance best practice in its approach to investment stewardship....

Funds management • 1 September 2017

Industry Super Australia chief executive, David Whiteley has claimed the RG97 carve-out of investments via platforms represents a key distortion....

Funds management • 1 September 2017

Companies need to balance returning capital with funding growth, according to Perennial Value Management....

Funds management • 1 September 2017

Fractional property investment platform DomaCom has reported a loss of $6.1 million for the financial year to 30 June....

Funds management • 1 September 2017

Ignition Wealth’s XPLAN consultancy team will now offer the Ignition Priority Assist Service to improve service efficiency....

Tech • 1 September 2017

Young Australian investors are turning to international and domestic shares to help build their wealth, according to data released by nabtrade....

Financial planning • 1 September 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