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A new white paper from Vanguard has stressed the importance of measured decision-making investment strategies in partnership with an adviser....

Funds management • 24 October 2017

Industry funds should embrace digital advice to provide “incremental advice” to retain superannuation members....

Financial planning • 24 October 2017

The Federal Opposition has confirmed its intention to oppose or amend the Government’s key superannuation legislation changes meaning governance and choice issues will be...

Superannuation • 24 October 2017

The Future of Financial Advice changes helped double the number of licensed investment companies but some are guilty of imposing higher base and performance fees, accord...

Funds management • 24 October 2017

The ASIC Enforcement Review Taskforce has released its position paper that recommends increasing maximum civil penalty amounts for corporate and financial sector miscondu...

Policy & Regulation • 24 October 2017

Managers as well as planners will be punished over instances of incorrect witnessing, according to National Australia Bank chief executive, Andrew Thorburn....

Financial planning • 24 October 2017

Women and men may be on equal footing with group insurance premiums, but the balance shifts when it comes to claims. With retirement outcomes firmly in mind, should we be...

Knowledge Centre • 24 October 2017

The Financial Planning Association has suggested naming and shaming to ensure compliance with the code of conduct applying to insurance within superannuation....

Financial planning • 24 October 2017

Financial advice provider First Advice Solutions had won Centrepoint Alliance’s national award for best new advice practice....

People & Products • 25 October 2017

Grant Samuel Funds Management has grown its retail sales team in NSW with the creation of a new position....

People & Products • 25 October 2017

Both Morningstar and Lonsec have now delivered the AB Managed Volatility Equities Fund a bronze rating, making it accessible to advisers....

People & Products • 25 October 2017

Former ClubPlus chief executive, Paul Cahill has been selected as the new CEO of NESS Super, effective from January, next year....

People & Products • 25 October 2017

Former UBS chief economist, Scott Haslmen has been appointed chief investment officer at Crestone Wealth Management....

People & Products • 25 October 2017

Equity Trustees has signed an agreement with OneVue to acquire its responsible entity with around $2.3 billion of funds under supervision....

People & Products • 25 October 2017

Australian Unity has announced organisational and management changes on the back of recent acquisitions and growth, and aimed at driving future growth....

People & Products • 25 October 2017

Spheria Emerging Companies has launched its initial public offering for a listed investment company....

Funds management • 25 October 2017

The Government has released an enhanced fintech sandbox to allow financial services firms to test a wider range of new and innovative fintech products and services....

Tech • 25 October 2017

The Commonwealth Bank remains the bank with the highest customer satisfaction of the Big Four, confirming that the recent financial planning scandals have had little imp...

Financial planning • 25 October 2017

Perennial Value Management has today announced the appointment of Cesar Farfan to the position of head of retail sales....

People & Products • 25 October 2017

Netwealth has lodged a prospectus for an IPO and listing on the ASX, with trading expected to begin on 20 November....

Financial planning • 25 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 2 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