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Centrepoint Alliance has appointed management consultants and an expanded distribution team to focus on high-performance firms....

Financial planning • 12 September 2017

BT Financial Group has today announced the appointment of Corrin Collocott to the role of chief investment officer....

People & Products • 12 September 2017

Australian investors want more targeted support and advice across banking and wealth management, according to a NAB’s study....

Financial planning • 12 September 2017

Big banking group ANZ has claimed the current default super system has served to entrench regulator, employer and union influence....

Financial planning • 12 September 2017

The Australian Securities and Investments Commission has told a Parliamentary committee it has seen little improvement in the delivery of non-compliant life insurance adv...

Financial planning • 12 September 2017

Merrill Lynch (Australia) Futures has paid a penalty of $60,000 to comply with an infringement notice given to it by the Markets Disciplinary Panel....

Financial planning • 13 September 2017

AMP has introduced a communication skills program to increase customer engagement in case management plans related to injury and illness....

Life/Risk • 13 September 2017

New inflows have boosted ETF FUM up 2.2 per cent to $30.9 billion during August, according to BetaShares....

Funds management • 13 September 2017

Money Management and Super Review have announced the finalists for the fifth Women in Financial Services Awards....

Financial planning • 13 September 2017

IRESS has extended its XPLAN Financial Knowledge Centre offering to increase transparency around fee disclosure statements....

Financial planning • 13 September 2017

DomaCom has announced a new solution for ageing retirees to help them fund their retirement by selling part of their home while they would continue to live in it....

Funds management • 13 September 2017

Advisers and insurers will get to have their say on whether the regulator is right about life/risk at this year’s Money Management Risk Breakfast....

Policy & Regulation • 13 September 2017

The Minister for Revenue and Financial Services, Kelly O’Dwyer has indicated it would crack down on how industry funds were using members’ money, for things like sponso...

Superannuation • 13 September 2017

The Australian Securities and Investments Commission has pointed to an insurance comparison web site which is owned by an insurer and actually sells that insurer’s prod...

Financial planning • 13 September 2017

The Australian Securities and Investments Commission has confirmed it is probing the quality of advice provided around self managed superannuation funds, including with r...

Financial planning • 13 September 2017

Institutional investors put pressure on companies to disclose their climate-related strategies, according to a HSBC study....

Financial planning • 14 September 2017

TAL has launched an education course to help advisers better understand the category that represents the largest claims category, cancer....

Life/Risk • 14 September 2017

The 2017 World Insurance Report released today by Capgemini and Efma has touted the importance of innovation within the insurance industry....

Tech • 14 September 2017

State Street Global Advisors has today announced the appointment of Meaghan Victor to head of SPDR ETFs Australia....

Funds management • 14 September 2017

Fundamentally change the conversation with clients from trading and stock stories to a more strategic focus. ...

Knowledge Centre • 14 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