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The average industry superannuation fund member is around $2,000 a year better off than their retail counterparts, according to ISA....

Superannuation • 9 October 2017

The AFA will release its Financial Advice Competency Framework at its conference this week, in which it outlines the skills and attributes required by advisers....

Financial planning • 9 October 2017

Nine years on from the GFC, it is imperative that all portfolios are reassessed to consider the overall balance and construction with a clear focus on the defensive alloc...

Knowledge Centre • 9 October 2017

Senior Australians are increasingly turning to planners for retirement incomes advice....

Financial planning • 9 October 2017

On the third anniversary of ASIC Report 413 which gave rise to the Life Insurance Framework there are calls for regulatory proof that it was warranted....

Policy & Regulation • 9 October 2017

Litigation funder IMF Bentham has announced its funding of a class action against the Commonwealth Bank has gone unconditional....

Policy & Regulation • 9 October 2017

Bennelong Wealth Partners chief executive, William Davidson has been appointed as chief executive of Powerwrap, effective from January, next year....

Financial planning • 10 October 2017

Regtech solutions provider Red Marker and education provider Kaplan Professional have encouraged the use of regtech solutions to face ASIC scrutiny....

Tech • 10 October 2017

Magellan has posted net inflows of $146 million as at 29 September 2017 and has closed its IPO of its global trust at $1.55 billion....

Funds management • 10 October 2017

Lonsec Research will be providing investment research and consulting services to risk-focused dealer group, Synchron....

Funds management • 10 October 2017

AMP and the Black Dog Institute have designed a program to provide its staff and advisers the tools to manage difficult and challenging conversations about mental health....

Life/Risk • 10 October 2017

The CBA has issued a statement saying it would defend the shareholder class action brought against it by Maurice Blackburn in relation to the anti-money laundering scand...

Financial planning • 10 October 2017

A Senate Committee has been told small businesses should have recourse to a complaints mechanism when confronted by demands by superannuation funds....

Superannuation • 10 October 2017

The Financial Planning Association has urged giving the Australian Securities and Investments Commission the power to ban anyone in a financial services business whose ac...

Financial planning • 10 October 2017

The Australian equity market is showing plenty of opportunity for investors, as long as you know where to look. Andrew Martin, Principal at Alphinity Investment Managemen...

Knowledge Centre • 10 October 2017

Praemium’s results from the September 2017 quarter have set a new level for platform records with funds under administration of $6.6 billion....

Funds management • 10 October 2017

Research and ratings house, Lonsec has rewarded the experience of the investment team behind the Lazard Australian Diversified Income Fund....

People & Products • 11 October 2017

Global custodian BNP Paribas Securities Services has launched a new trade matching tool utilising artificial intelligence and predictive analysis....

People & Products • 11 October 2017

QIC Limited has gone for experience in appointing Professor Patrice Derrington to its board, underling its recent US regional shopping malls investment....

People & Products • 11 October 2017

Wheelhouse Investment Partners has taken its Global Equity Income Fund into the retail market....

People & Products • 11 October 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 4 days ago