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Eight Investment Partners has appointed Brian Thomas to the position of the general manager, business and investments....

People & Products • 22 February 2018

The Institute for Public Accountants has slammed penalties for super guarantee non-compliance as “draconian,” saying that they could be very damaging to struggling small ...

Superannuation • 22 February 2018

Previously known as Fintech Platforms and Wraps, the continued evolution of the wealth management industry is reflected in the new name “Future of Wealth Management”. ...

Past events • 22 February 2018

The Government may have sought to use Parliamentary committee scrutiny of the big banks to avoid holding a Royal Commission but now that same committee intends to test th...

Policy & Regulation • 22 February 2018

ASIC has been asked within a Parliamentary Committee hearing whether it will scrutinise financial advice provided by industry funds in the same way it scrutinised that pr...

Financial planning • 22 February 2018

A financial planner’s years of experience has value and should be recognised, according to Australian Securities and Investments Commission deputy chairman, Peter Kell....

Financial planning • 22 February 2018

Perpetual has reported a three per cent growth in its net profit after tax for the six months, with an interim dividend of 135 cents per share....

Financial planning • 22 February 2018

ASIC has permanently banned a New South Wales financial adviser from providing financial advice, following a finding that he dishonestly charged clients almost $67,000 in...

Policy & Regulation • 22 February 2018

Australian Ethical has reported a 41 per cent growth in funds under management in six months to December, 2017....

Funds management • 23 February 2018

Copia Investments Partners has appointed Michael Voskresensky to the newly created role of chief financial officer....

People & Products • 23 February 2018

MFS Investment Management has announced the appointment of Owen Murfin as institutional portfolio manager within the London-based fixed income team. ...

People & Products • 23 February 2018

AMP Capital has announced that its two infrastructure funds in New Zealand have managed to attract their first investors....

Funds management • 23 February 2018

IRESS has reported a 10 per cent growth in revenue for full year which was helped by the positive contribution to earnings from acquisitions....

Financial planning • 23 February 2018

The additions of AllianceBernstein and Franklin Templeton Investments to superannuation platform provider, OneVue, has boosted its international separately managed accoun...

Superannuation • 23 February 2018

As the 31 January renewal deadline for tax (financial) advisers passes, the Tax Practitioners Board (TPB) has revealed that the total number of advisers seeking registrat...

Financial planning • 23 February 2018

Uncertainty may surround the future status of the Certified Financial Planner designation but the Financial Planning Association believes it will survive and thrive....

Financial planning • 23 February 2018

Platinum Group has appointed Andrew Clifford as its new chief executive officer, effective 1 July....

Funds management • 23 February 2018

Finder.com.au’s home loan flash sale offers borrowers an interest rate of 3.44 per cent, potentially saving Australian customers $125,000 per loan. ...

People & Products • 26 February 2018

The Australian Securities and Investments Commission (ASIC) has banned Perth-based adviser, Philip Leake, from providing financial services for five years. ...

Policy & Regulation • 26 February 2018

Australia’s top companies exceeding analyst expectations halfway through reporting season have outnumbered those that did not, according to Lonsec Research....

Financial planning • 26 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 3 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 1 day 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