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Investment manager Insight Investment has received a ‘recommended’ rating from Zenith Investment Partners for a diversified fund offering....

Funds management • 11 December 2017

The Australian exchange traded product industry is set to grow in 2018 based on the momentum generated in 2017, according to BetaShares....

Funds management • 11 December 2017

The funds under management in many sectors are disproportionately invested in one or two FE Crown rated funds....

Funds management • 11 December 2017

The Federal Government has initiated a Treasury review of the rules around superannuation early release including whether superannuation should be accessible to compensat...

Superannuation • 11 December 2017

ASIC has confirmed around 20 per cent of superannuation fund receive ‘rebates’ from insurers with a similar number accepting corporate hospitality....

Policy & Regulation • 11 December 2017

The Administrative Appeals Tribunal has affirmed the regulator’s initial decision to ban former financial adviser, Tony Davidof for a period of three years....

Financial planning • 11 December 2017

Bell Asset Management has more than doubled its funds under management over the last 18 months to $1.5 billion....

Funds management • 12 December 2017

Cromwell Property Group has announced a $170 million strategic placement to SingHaiyi Group and Haiyi Holdings....

Funds management • 12 December 2017

SQM Research has revised the rating for the Macquarie Australian Small Companies fund from 3.75 stars to hold....

Funds management • 12 December 2017

A whitepaper released by education provider Kaplan Professional has called for lifelong learning to be the focus of a new CPD framework....

Financial planning • 12 December 2017

Confirming industry speculation, Zurich Financial Services had acquired ANZ’s OnePath Insurance business in a transaction which includes a 20-year distribution deal with ...

Financial planning • 12 December 2017

ANZ chief executive, Shayne Elliott has declared that financial planners will be a key part of ensuring nothing appears to have changed following the bank’s disposal of i...

Financial planning • 12 December 2017

The Financial Planning Association has harshly criticised proposals to increase compliance penalties against financial planners to double those imposed against people fou...

Financial planning • 12 December 2017

Parametric has announced the appointment of Sheela Veerappan as its new product manager to help build a suite of superannuation clients in Australia....

People & Products • 13 December 2017

Digital customer acquisition company, Avoka Technologies, has completed a capital raising to fund further growth....

People & Products • 13 December 2017

The Australian Prudential Regulation Authority has appointed highly experienced executive, Therese McCarthy-Hockey to the newly-created role of Executive General Manager,...

People & Products • 13 December 2017

Andrew Dyster has been appointed to the newly created role of general manager client development at APIR Systems....

People & Products • 13 December 2017

AMP Limited has recruited former ANZ executive, Jenny Fagg, as its new chief risk officer....

People & Products • 13 December 2017

Melbourne-based financial advice provider Citadel Wealth Solutions had received a national award from Centrepoint Alliance....

Financial planning • 13 December 2017

Principal Financial Group has announced that it will assume ownership of European real estate investment management firm, INTERNOS Global Investors....

People & Products • 13 December 2017
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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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