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New research has pointed to strong support for policy changes to superannuation and savings to help deliver lifetime annuities, particularly for those living beyond age 8...

Financial planning • 1 February 2018

Cromwell Phoenix Opportunities Fund has been closed to further investment, after reaching the self-imposed cap of $40 million....

Funds management • 2 February 2018

Natixis Investment Managers has appointed Chris Spinos as its new director of institutional sales team....

People & Products • 2 February 2018

Vanguard exchange trade funds attracted over a third of Australian exchange traded cash flows....

Funds management • 2 February 2018

Investing in volatility in the Australian Equities sector saw some investors well-rewarded in 2017, according to FE Analytics....

Funds management • 2 February 2018

Charlotte Ward has been appointed as AIA’s new chief people and culture officer, as Eleanor Ottaviano moves into a role resulting from the insurer’s deal with Commonwealt...

People & Products • 2 February 2018

Wealth Defender Equities has announced an on-market share buy-back of up to 10 per cent of its issued share capital and declared 2pc interim dividend....

Funds management • 2 February 2018

ActiveLead.net has launched a new product to help financial planners offer active advice to their clients, with the goal of improving client retention....

Financial planning • 2 February 2018

Self-managed superannuation funds in the pension phase are much more likely than their accumulation counterparts to focus on conservative and high-yield investments, acco...

Superannuation • 2 February 2018

Amid industry superannuation funds having received letters from the Royal Commission, the Minister for Revenue and Financial Services, Kelly O’Dwyer has attacked the ‘sip...

Policy & Regulation • 2 February 2018

Former Commonwealth Bank executives have found themselves captured in the Australian Prudential Regulation Authority’s inquiry into the bank along with how they were remu...

Financial planning • 2 February 2018

Grant Thornton’s appointment of Himashini Weeraratne shows its commitment to continuing its investment in the financial services industry....

People & Products • 5 February 2018

Institutional investors who wish to maximise the benefits of factor investing should make their allocation decisions in terms of risk factors, according to EDHEC-Risk Ins...

Funds management • 5 February 2018

How much extra funding has the Government provided to the Australian Taxation Office to deal with unpaid superannuation? Three months after it was asked, the Treasury has...

Superannuation • 5 February 2018

The Association of Superannuation Funds of Australia has called for legislative reform to ensure shifts in the economy would not unruly impact retirement planning....

Superannuation • 5 February 2018

Industry veteran Rob Prugue has announced his retirement from Lazard Asset Management with Paul Cuddy to take the helm....

People & Products • 5 February 2018

Victims of Financial Fraud has accused Bill Shorten and the Australian Securities and Investments Commission in the aftermath of the Trio Fraud.Victims of Financial Fraud...

Financial planning • 5 February 2018

Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...

Financial planning • 5 February 2018

The Federal Government has been urged to give its 2016 Budget super tax changes time to work or risk making Australian retirees significantly worse off....

Superannuation • 5 February 2018

Staggered annuitisation allows for the purchase of separate annuities at varying intervals over time dependent upon your personal cost of living. Professor David Babbel e...

Knowledge Centre • 6 February 2018
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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. ...

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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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