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The major banks may find themselves still subject to the Bank Executive Accountability Regime where their brand attaches to wealth and insurance businesses after partial...

Financial planning • 25 September 2017

Contango Asset Management has reported the net decrease in funds under management and advice due to its institutional business....

Funds management • 25 September 2017

Propertylink has rejected non-binding proposal from Centuria to acquire 100 per cent of its outstanding securities....

Funds management • 26 September 2017

Ophir Asset Management’s High Conviction Fund has been added to HUB24’s IDPS platform....

Funds management • 26 September 2017

The SMSF Association and its members have urged the ATO to adopt a quarterly reporting approach for the TBAR as there are concerns for SMSF advisers’ ability to cope wit...

SMSF • 26 September 2017

A study commissioned by AMP has found Australians who play a sport are 64 per cent more likely to achieve their financial goals....

Financial planning • 26 September 2017

AIA now has 25 per cent of the life insurance market share with an in-force risk annual premium of $3.9 billion thanks to its acquisition of CommInsure, according to DEX...

Life/Risk • 26 September 2017

The VOFF group has accused ASIC of valuing its own crisis management control over public interest in the way it handled the investigation of the Trio Capital fraud case....

Financial planning • 26 September 2017

Senior bank executives are being treated little differently to planners under the terms of the Bank Executive Accountability Regime, according to Federal Treasurer, Sco...

Financial planning • 26 September 2017

If you have clients with units in the above fund, please contact me. [email protected]...

Knowledge Centre • 26 September 2017

AMP Limited has cautioned that just because an insurance product is cheapest and top-rated doesn’t mean it fulfils the criteria of being in a client’s best interest....

Life/Risk • 26 September 2017

Frontier Advisors CEO, Damian Moloney has resigned from the role after six years, and will leave the firm in late December....

Financial planning • 26 September 2017

Managed Accounts Holdings has moved to acquire Linear Financial Holdings in key transaction aimed at delivering scale and growth....

Funds management • 26 September 2017

Metric Credit Partners has succeeded in gaining solid investor backing for the public offering of its MCP Master Income Trust....

People & Products • 27 September 2017

Global accounting firm, Crowe Horwath has announced the appointment of a new chief executive, David Mellor, effective from 1 April next year....

People & Products • 27 September 2017

MyState Limited has drawn on experience with the appointment of two new non-executive directors, with effect from the close of the company's AGM on 19 October....

People & Products • 27 September 2017

Understand what the likely impact of future changes in interest rates will have on bond market performance. ...

Knowledge Centre • 27 September 2017

National Australia Bank Financial Planning has today announced two appointments within its leadership team to manage NSW, QLD and the ACT....

People & Products • 27 September 2017

Research from Roy Morgan showed that customer satisfaction with Bendigo Bank is the highest of the major banks....

Financial planning • 27 September 2017

Australian property investors remain bullish about the long-term benefits of residential real estate, according to the annual PIPA’s survey....

Financial planning • 27 September 2017
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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...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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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...

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