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Fortnum Private Wealth has recruited former Clearview executive, Jenny Psathas as its new head of operations....

1 November 2017

The former general manager of the Commonwealth Bank Officers’ Super Fund, Gerard Parlevliet has joined the board of La Trobe Financial....

People & Products • 1 November 2017

Incumbent Countplus chief financial officer, John Collier will depart his role tomorrow to be replaced by Laurent Toussaint in January....

People & Products • 1 November 2017

Frontier and emerging economies will lead future growth globally with the best-performing markets from 2017-21 predicted to be in the Asia Pacific....

Funds management • 1 November 2017

ESG practice should go beyond the integration of ESG factors into the investment process and should include engagement with issuers, according to Frontier Advisors....

Funds management • 1 November 2017

Yellow Brick Road has reported a 10.5 per cent increase in its funds under management to $1.5 billion up to Q4 2017....

Financial planning • 1 November 2017

The global economy is looking positive, giving investors extra incentive to favour international equities as part of a core portfolio. Learn how international equity ETFs...

Knowledge Centre • 1 November 2017

Mercer has called on advisers to take a leading role in the challenge of longevity risk in retirement planning and funding....

Superannuation • 1 November 2017

The Australian Securities and Investments Commission has revealed its plan to ban advisers it regards as being high risk and having ongoing compliance issues....

Financial planning • 1 November 2017

New Investment Trends research has revealed that demand for good financial advice has never been higher but planners are struggling to retain clients in an environment wh...

Financial planning • 1 November 2017

ANZ Wealth has launched a new online platform, to better prepare advisers for the industry changes that will be brought in by the Life Insurance Framework reforms on 1 Ja...

Life/Risk • 1 November 2017

A Sydney woman accused of dishonestly obtaining funds a client’s SMSF account and dealing with the prospects of crime has pleaded guilty, following an investigation by AS...

SMSF • 1 November 2017

BT Financial Group has today announced the expansion of its life insurance approved product list....

Life/Risk • 1 November 2017

Charter Hall has launched its latest property fund, which focuses on retail and industrial properties leased to producers and distributors of everyday consumer staples....

Funds management • 2 November 2017

National Australia Bank chief executive officer Andrew Thornburn has today announced two changes to the executive team....

People & Products • 2 November 2017

Common misperception that large funds fail to deliver big returns may harm Australian investors, according to Capital Group....

Funds management • 2 November 2017

Software solutions provider Class has released an insights report on the effects of superannuation policy reforms on gender equality and self-managed superannuation funds...

Superannuation • 2 November 2017

AZ NGA advisory subsidiary, Wise Planners has acquired the client book of AFM Advisers, bringing its total advised funds to $1.8 billion....

Financial planning • 2 November 2017

The former chairman of ASIC, Greg Medcraft has confirmed he urged the Treasurer, Scott Morrison to extend the Bank Executive Accountability Regime to the insurance sector...

Policy & Regulation • 2 November 2017

The US Fed has unveiled plans to start shrinking its balance sheet, which has more than quadrupled since the GFC. What impact might this policy normalization have on bond...

Knowledge Centre • 2 November 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’...

6 days 23 hours 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