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Grant Samuel Funds Management has been appointed as responsible entity of the Munro Global Growth Fund....

Funds management • 5 December 2017

Retirees need well-designed income solutions that provide sustainable and growing income stream allied to capital growth over time. ...

Knowledge Centre • 5 December 2017

Financial services group OneVue has announced the successful completion of its first fund manager transition under a five-year partnership with NAB Asset Servicing. ...

Funds management • 5 December 2017

The major banks’ pursuit of the vertically-integrated bancassurance model has run its course and they should instead be looking to partnerships, according to IOOF....

Financial planning • 5 December 2017

The Australian Securities and Investments Commission has revealed it is focusing on super funds which provide employers with inducements such as free tickets to sporting ...

Superannuation • 5 December 2017

Approved Product Lists help make advisers more efficient and keep the cost of delivering advice under control, according to the Financial Services Council....

Financial planning • 5 December 2017

After regaining the top spot in the first part of Money Management's 2017 Rate the Raters survey this year, Lonsec has again emerged as a clear winner in the eyes of the ...

Rate the raters • 5 December 2017

The Australian Securities and Investments Commission has negotiated additional conditions on the AFSL of MyPlanner Australia....

Financial planning • 5 December 2017

Infocus managing director, Rod Bristow, is understood to have parted company with the firm....

Financial planning • 5 December 2017

Long-serving ANZ Chief Risk Officer, Nigel Williams, will be retiring from the role early next year....

People & Products • 6 December 2017

Austock Life has rebranded as Generation Life while putting in place a revamped management team....

People & Products • 6 December 2017

Brisbane financial services firm, MGD has backed its approach to philanthropy with the appointment of a Director of Social Investment and Philanthropy....

People & Products • 6 December 2017

Premium China Funds has won a new fixed income mandate from Alpha Fund Managers....

Funds management • 6 December 2017

The Government has opened a request for information to explore solutions for a potential whole-of-government business registry platform....

Policy & Regulation • 6 December 2017

BetaShares has launched its new ethical exchange traded fund, which gives investors access to a portfolio of the ethical Australian companies....

Funds management • 6 December 2017

Honan Insurance Group has linked with MBS Insurance to provide a new offering to clients....

Life/Risk • 6 December 2017

Wealth advisory firm, Scholten Collins McKissock has obtained its own Australian Financial Services License under a licensee partnership model launched with Godfrey Pembr...

People & Products • 6 December 2017

Former Association of Financial Advisers chief executive, Brad Fox, has been appointed non-executive director of Tribeca Financial....

People & Products • 6 December 2017

AMP has announced the launch of a new goals-modelling engine as part of its goals-based customer strategy....

Financial planning • 6 December 2017

Infocus Wealth Management founder, Darren Steinhardt has stepped back into the managing director role following the surprise departure of Rod Bristow. ...

People & Products • 6 December 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 15 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