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The Federal Treasury has confirmed that the Government’s determination to set up a one-stop-shop external dispute resolution scheme will end up costing stakeholders, incl...

Policy & Regulation • 16 October 2017

Queensland planning firm Sentinel Private Wealth has entered an enforceable undertaking following an Australian Securities and Investments Commission surveillance....

Financial planning • 16 October 2017

Ratings house Zenith has allocated a ‘recommended’ rating to the Legg Mason QS Investors Global Equity Fund....

Funds management • 17 October 2017

The ABA would nominate ANZ chief executive, Shayne Elliott as next chairperson succeeding NAB’s Andrew Thorburn. ...

People & Products • 17 October 2017

Risk advisers need to articulate the value of their advice to clients in light of LIF reforms as they look to charge clients fees for risk advice....

Life/Risk • 17 October 2017

Brand and marketing is a core asset and function that needs to be integrated into financial advice firms as trust in the industry has never been lower, according to a bra...

Financial planning • 17 October 2017

Advisers need to collaborate with claims managers, health professionals and customers to ensure customers experience optimal results at claims time....

Life/Risk • 17 October 2017

The Tax Practitioners Board has been urged to recognise and better understand the central commercial relationship which exists between licensees and ARs before setting ne...

Financial planning • 17 October 2017

ANZ has announced the sale of its OnePath pensions and investments and alisnged dealer groups business to IOOF....

Financial planning • 17 October 2017

The government has announced the appointment of a new ASIC chair for a five-year period, effective from 1 February next year....

Policy & Regulation • 17 October 2017

Challenger’s first quarter 2018 update showed an increase in AUM, driven by its life and funds management businesses....

Funds management • 17 October 2017

Publicly-listed litigation funder, Bentham IMF has announced a new initiative to finance bankruptcies and financial restructurings backed by new hires....

People & Products • 18 October 2017

Fullerton Fund Management has recruited Amundi Singapore’s Jenny Sofian as its new chief executive, effective 1 November, 2017....

People & Products • 18 October 2017

AMP Capital has opened a new representative office in Dubai and appointed Sudhanshu Garg as its new institutional director....

People & Products • 18 October 2017

Perpetual Corporate Trust has gained the nod as responsible entity for the MCP Master Income Trust....

People & Products • 18 October 2017

Crestone Wealth Management has announced key changes to its board including a new director and a change in chairman....

People & Products • 18 October 2017

BMY Group has acquired $1.4 million stake in Wholesale Investor ahead of its planned APAC expansion....

Funds management • 18 October 2017

Suitebox has integrated with XPLAN to help increase client engagement through video capability....

Tech • 18 October 2017

Big banking group ANZ has announced that former New Zealand Prime Minister, Sir John Key, will chair its New Zealand business from January, next year....

People & Products • 18 October 2017

Risk advisers are being urged to become involved in claims management as clients were turning to solicitors for support....

Financial planning • 18 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 2 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