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Infocus has acquired financial advice firm, Announcer, which will become the Sydney link in Infocus’ national salaried advice strategy....

Financial planning • 5 September 2017

Research house, Lonsec has awarded an ‘investment grade’ rating to two of Cooper Investors’ global equities funds....

Funds management • 5 September 2017

SuperConcepts has appointed well-regarded executive, Amanda Johnston-Pell to its board....

People & Products • 6 September 2017

Centrepoint and Moneysoft partner to deliver money management and cashflow platform....

People & Products • 6 September 2017

Local Government Super has announced the appointment of former Zurich Financial Services boss, David Smith, as its new chief executive....

People & Products • 6 September 2017

ClearView has moved to narrow the gap between underwriting and advice by recruiting industry veteran, Warren Page, as its new chief underwriter....

People & Products • 6 September 2017

AZ Next Generation Advisory has moved to acquire planning firm, Wealthmed Australia....

People & Products • 6 September 2017

A survey conducted by comparison site Mozo found many parents lend their children money and most do not expect return payments....

Financial planning • 6 September 2017

The Administrative Appeals Tribunal (AAT) has affirmed ASIC’s licence cancellation for Mark Power and associated companies....

Financial planning • 6 September 2017

Auto-consolidation of multiple superannuation accounts can have significant unintended consequences including denying fund members access to crucial insurance cover, acc...

Superannuation • 6 September 2017

An unpaid super debt would more likely to be paid with a simple phone call if super fund trustees step in early to recover it, IFS believes....

Superannuation • 6 September 2017

The SMSF Association has claimed the licensing of accountants and the designation of SMSFs as financial products has added $2,000 in fees to the running of a fund....

Financial planning • 6 September 2017

The Government’s 2017 Budget had plenty of measures financial planners need to understand to help navigate their client’s goals, Richard Press writes....

Tools & guides • 6 September 2017

Private equity financing as has seen Fitzpatrick Group acquire Retirement Victoria....

Financial planning • 6 September 2017

Former Sherwin Financial Planners principal, Bradley Thomas Sherwin has pleaded guilty to 24 counts of dishonestly causing detriment and one count of dishonestly breachin...

Financial planning • 6 September 2017

Mercer has announced the appointment of Kylie Willment to the role of chief investment officer, Pacific....

People & Products • 7 September 2017

Asian equities represent a long-term opportunity for growing income, according to Maple-Brown Abbott....

Funds management • 7 September 2017

New research released by the NZ Financial Services Council has revealed strong support for lifting KiwiSaver contributions to four per cent....

Financial planning • 7 September 2017

The Association of Superannuation Funds of Australia has released a discussion paper outlining the impacts of the ‘gig economy’ for employers’ superannuation....

Superannuation • 7 September 2017

Subscale super funds make up 30 per cent of modern award listings and the weakest performing fund returned 2.7 per cent over 10 years, according to the FSC....

Superannuation • 7 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’...

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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. ...

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