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More millennials are logging in to superannuation advice platforms according to Decimal’s Digital Insights report. ...

Superannuation • 16 February 2018

A new standard for asset managers, which commenced on 1 January, aims to strengthen the foundations of public trust in the industry....

Funds management • 16 February 2018

Risk-focused dealer group, Synchron has appointed Matthew Wallis as its new NSW State Manager....

People & Products • 16 February 2018

The Australian Securities and Investments Commission has rated the credit ratings houses via a surveillance and found them wanting in some key areas....

Policy & Regulation • 16 February 2018

An Australian Taxation Office assistant commissioner, Kasey Macfarlane, told the SMSF Association Conference that there were no plans to introduce further SMSF reporting ...

SMSF • 16 February 2018

New data has pointed to fewer Australian superannuation fund members selecting a typical balanced fund option, giving rise to the likelihood of more disparate outcomes du...

Superannuation • 16 February 2018

IOOF has posted a strong half-year profit based on the back of strong inflows resulting from its advice strategy and ahead of completing its acquisition of ANZ Wealth....

Financial planning • 16 February 2018

Deen Sanders, the Financial Adviser Standards and Ethics Authority chief executive, used a speech at the SMSF Association Conference to explain to an irate audience why r...

Financial planning • 16 February 2018

The director of a financial services firm has been ordered to pay $400,000 to Financial Literacy Australia as part of an Enforceable Undertaking entered into with the Aus...

Financial planning • 16 February 2018

Industry veteran and former Premium Wealth Management chief executive, Paul Harding-Davis has been appointed to the newly-created chief executive at Premium China Funds M...

Funds management • 16 February 2018

The cost of ‘timing’ the market and deviating from your strategic asset allocation when markets are volatile might be great, according to Lonsec Research....

Funds management • 19 February 2018

While there will be stock and macro risks to navigate through in 2018, Scott Berg still sees plenty of stock opportunities....

Knowledge Centre • 19 February 2018

Mercer has announced it will exclude investments in companies that manufacture tobacco products and controversial weapons. ...

People & Products • 19 February 2018

Financial services business Fiducian has announced it will intensify its strategy of acquiring financial planning businesses in the second half of this financial year, a...

Financial planning • 19 February 2018

The new chairman of the Australian Securities and Investments Commission, James Shipton, has signalled a substantial continuation of the Medcraft agenda....

Policy & Regulation • 19 February 2018

SMSF Association Conference delegates have been warned that advisers and accountants need to clarify what services they provide and when, as growing numbers of accountant...

Accounting • 19 February 2018

Australian boutique manager, Lennox Capital Partners has launched an Australian microcap fund....

Funds management • 20 February 2018

Calvert Research and Management, a subsidiary of Eaton Vance Corporation, proposes that large investors collaborate to pick up the slack of individual firms when it comes...

People & Products • 20 February 2018

L1 Capital has appointed a syndicate of brokering firms before the launch of its Long Short Fund Listed Investment Company....

Funds management • 20 February 2018

IOOF has released new enhancements to its flagship retail platform, IOOF Pursuit. ...

People & Products • 20 February 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’...

6 days 5 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 1 day 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 3 days ago