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Allianz Australia has appointed Dan Tully as its new general manager, financial institutions, following years of experience in other portfolios of the insurance company....

People & Products • 22 November 2017

Vanguard has launched a suite of four exchange traded funds that provide access to its diversified portfolio strategies....

People & Products • 22 November 2017

Investment group Austock has announced key board and management changes ahead of its annual general meeting....

People & Products • 22 November 2017

Willis Towers Watson has recruited three additions to its Sydney portfolio management team....

People & Products • 22 November 2017

PIMCO has announced the launch of its new digital education platform, Market Intelligence....

People & Products • 22 November 2017

Colonial First State has launched the first in a series of managed accounts solutions on FirstChoice....

People & Products • 22 November 2017

UniSuper has launched Personal Accounts, which would open up access to family and former members of the fund....

Superannuation • 22 November 2017

Lazard Asset Management sees a positive outlook for the US and global markets over the next year and beyond....

Funds management • 22 November 2017

A survey of over 6,000 superannuation fund members has found that approximately 10 per cent of members intend to swap fund in the next 12 months....

Superannuation • 22 November 2017

The Federal Government has been warned against rushing the implementation of its new financial services external dispute resolution regime amid claims of shortened consul...

Policy & Regulation • 22 November 2017

A new report from Investment Trends has shown that financial planners are losing active clients in greater numbers than they are attaining them....

Financial planning • 22 November 2017

The Financial Planning Association has warned it will be financial planning clients who ultimately pay for the increased regulatory and other costs being imposed by the G...

Financial planning • 22 November 2017

The Australian Securities and Investments Commission has cancelled Financial Stewards’ AFSL, following the company’s failure to cooperate with surveillance by the regulat...

Financial planning • 22 November 2017

The Australian Securities and Investments Commission obtained interim injunctions from the Federal Court against Superfunded and its sole director and shareholder....

Superannuation • 22 November 2017

A whitepaper released by Bravura Solutions has outlined the effects of fintech disruption on the superannuation industry in Australia....

Superannuation • 23 November 2017

Financial Planning Association of Australia members have taken part in several physical challenges in Tasmania to raise money for the association’s philanthropic arm....

Financial planning • 23 November 2017

MLC Private Equity has announced it has completed a high net worth investor-based fund offering and closed oversubscribed....

Funds management • 23 November 2017

Centrepoint Alliance has announced the formation of a group of advice firms known as Partners’ Circle....

Financial planning • 23 November 2017

The Australian Securities and Investments Commission has released online guidance and information sheets intended to help limited Australian financial services licensees ...

Accounting • 23 November 2017

Investment Trends’ latest research shows that consumers increasingly want financial planners to help them achieve their lifestyle, rather than just financial, goals....

Financial planning • 23 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’...

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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. ...

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...

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