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The Federal Government has received a strong recommendation from the Ramsay Review for the establishment of a last resort compensation scheme aimed primarily at advisers....

Financial planning • 22 December 2017

The median Australian share manager returned 1.6 per cent in November, which was slightly behind the S&P/ASX300 Index’s return of 1.7 per cent, according to Morningstar....

Funds management • 22 December 2017

Fractional property investment company DomaCom has entered into a partnership agreement with IRESS XPLAN....

Funds management • 22 December 2017

The Bennelong Concentrated Australian Equities Fund was ranked the number one Australian equities fund over three months, one, three and five years, according to Mornings...

Funds management • 8 January 2018

Solid December returns saw superannuation funds record a sixth consecutive calendar year of double-digit returns, according to SuperRatings....

Superannuation • 8 January 2018

Banks are making moral judgments on businesses by refusing to provide legitimate adult industry participants with financial services, the Australian Small Business and Fa...

Funds management • 8 January 2018

BlackRock’s iShares business recorded its fastest expansion to date in 2017, ending the year with $1.754 trillion assets under management....

Funds management • 8 January 2018

Eureka Whittaker Macnaught, licenced with Financial Wisdom, acquired Ken Mann’s financial planning practice on the NSW Central Coast....

Financial planning • 8 January 2018

An adviser who directed client fees to his own account has been permanently banned by the Australian Securities and Investments Commission....

Policy & Regulation • 8 January 2018

Stephen van Eyk reckons investors need to be suitably pragmatic about their approach to long/short strategies in 2018....

Funds management • 8 January 2018

A new survey has revealed how super fund executives and trustees were keen for a Royal Commission into banking and financial services but less keen for it to scrutinise s...

Superannuation • 8 January 2018

Trustee Partners have approved the inclusion of the DomaCom Fund as an investment option for their retail superannuation fund....

Funds management • 8 January 2018

Mixed outlook and varied performance for different commodities’ asset class expected in 2018, according to ETF Securities....

Funds management • 9 January 2018

Cooper Investors two global funds were added to three BT platforms as the company expanded its reach into the retail market....

Funds management • 9 January 2018

A recent Government report has revealed the degree to which the Australian Taxation Office’s project aimed at encouraging people to declare overseas income boosted the ta...

Life/Risk • 9 January 2018

Financial abuse is increasingly a problem, with the ‘new poor’ staying in relationships because they are not aware of the alternatives, according to Anne Marie Seagrim....

Financial planning • 9 January 2018

A new survey has revealed significant support among superannuation fund executives and trustees for the in-sourcing of financial planning....

Financial planning • 9 January 2018

Heitman LLC announced it had redeemed OM Asset Management’s interest for $110 million....

Funds management • 9 January 2018

AXIS Insurance has appointed Nicole Lim to the key position of Deputy Chief Underwriting Officer, Singapore....

People & Products • 10 January 2018

Former Russell Investments executive, Bob Collie, has joined the Thinking Ahead Institute....

People & Products • 10 January 2018
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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...

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. ...

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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. ...

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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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