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Robo-advice usage is on the rise but firms providing such services need to understand how to mitigate the risks involved, FINPRO believes....

Tech • 1 September 2017

Retail funds and self-managed superannuation funds have outstripped industry funds for member satisfaction mostly due to higher account balances, according to the latest ...

Superannuation • 1 September 2017

Australian Securities and Investments Commission staff are likely to leave their public service salaries behind to embrace financial services market rates....

Financial planning • 1 September 2017

Underperforming superannuation funds have been put on notice by the Australian Prudential Regulation Authority to shape up or be forcibly shipped out of the superannuatio...

Superannuation • 1 September 2017

Former trade union boss Paul Howes has continued his rise and rise within KPMG being named head of wealth management....

Financial planning • 1 September 2017

The Australian Bankers’ Association has called for a change to tax reforms as part of a review into how public sector services are funded....

Policy & Regulation • 4 September 2017

Despite their tainted image, banks are not doing enough to win back consumers, according to a survey....

Financial planning • 4 September 2017

Technology is transforming our industry and will be critical in driving client outcomes. From big data to robo advice...

Knowledge Centre • 4 September 2017

The Federal Government has adopted a ‘taking action now’ mantra in dealing with the major banks....

Policy & Regulation • 4 September 2017

The Australian Securities and Investments Commission has sought to tell planners ‘what good looks like’ in its five-year corporate plan....

Financial planning • 4 September 2017

The Productivity Commission has been asked to consider why APRA-regulated funds do not allow their members to achieve the same tax outcomes as members of SMSFs....

Superannuation • 4 September 2017

La Trobe Financial’s 12 Month Term Account has been added to Colonial First State’s FirstWrap Plus Platform investment menu....

Funds management • 4 September 2017

The Commonwealth Bank has appointed former Westpac and NSW Government executive, Robert Whitfield to its board....

People & Products • 4 September 2017

MCP’s listed fixed income trust has exceeded its IPO by over $400 million by retail and SMSF investors....

Funds management • 5 September 2017

The Australian Securities and Investments Commission has disqualified New South Wales-based SMSF auditor, Kathleen Whittle....

Financial planning • 5 September 2017

The Centuria Metropolitan REIT has announced its inclusion on the S&P/ASX 300 Index, effective from 18 September....

Funds management • 5 September 2017

Civil proceedings against CBA by AUSTRAC has been listed for a directions hearing on 2 April 2018....

Financial planning • 5 September 2017

AMP has expanded its wealth management adviser portal to allow adviser and customer access to Challenger annuities....

Financial planning • 5 September 2017

NAB Wealth has told the Productivity Commission that many super funds with unlisted assets are effectively under-reporting the extent of their growth exposures and there...

Financial planning • 5 September 2017

Publicly-listed litigation funder, IMF Bentham has confirmed it will fund a class action against the Commonwealth Bank over its alleged AML Act breaches....

Financial planning • 5 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