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ASIC has disqualified NSW SMSF auditor, Robert Taylor, for breaching fundamental independence requirements. ...

Policy & Regulation • 28 February 2018

When people make active decisions about their superannuation investment strategies, the decisions of their co-workers can be influential in their choices, Monash Business...

Superannuation • 1 March 2018

Boutique fund manager, Alphinity Investment Management has appointed Andrew Grimes to the newly created role of client portfolio manager....

Funds management • 1 March 2018

The Financial Planning Association of Australia has announced the appointment of a new board member following the departure of former FPA CEO, Mark Rantall....

People & Products • 1 March 2018

Magellan chief executive and chief investment officer, Hamish Douglass, has cautioned investors that the US fiscal stimulus package could lead to the highest stock market...

Funds management • 1 March 2018

The Australian Securities and Investments Commission has sent a message to financial services research houses by moving against a boutique provider which did not reveal c...

Policy & Regulation • 1 March 2018

Chartered accountant Wayne Wanders has hit out at Industry Super Australia over its claim that self-managed superannuation funds return significantly less than their indu...

Superannuation • 1 March 2018

The Australian Securities and Investments Commission has declared its intention to target licensees misusing general advice in product sales to avoid their best interests...

Financial planning • 1 March 2018

ASIC has banned a Queensland-based financial adviser for seven years after finding he had used his clients’ assets for his personal benefit. ...

Policy & Regulation • 1 March 2018

Australian Unity has moved to acquire Netwealth’s Bridgeport Financial Services....

Financial planning • 1 March 2018

Aurora Funds Management has announced that Tony Hartnell will join its board as an independent director to help restore the transparency of the business....

People & Products • 2 March 2018

Metrics Credit Partners has announced $303 million capital raising for its Master Income Trust which targets corporate loan market....

Funds management • 2 March 2018

Link’s Group Fund Administration division has signed with Intrust Super for another five years....

Superannuation • 2 March 2018

The Global Investor Confidence Index, developed by State Street associates, rose in February by 4.4 points to 107.4....

Funds management • 2 March 2018

MLC Life Insurance has appointed Sarv Girn to the newly created role of chief innovation and transformation officer. ...

People & Products • 2 March 2018

Liberal Party stalwart and former party cabinet member, Helen Coonan, has been appointed by the Turnbull Government to be the inaugural chair of the Australian Financial ...

Policy & Regulation • 2 March 2018

State Street Global Advisors has announced that James MacNevin would become head of its Asia Pacific business, effective immediately, replacing Lochiel Crafter....

People & Products • 2 March 2018

The new chairman of the Australian Securities and Investments Commission has told a Parliamentary Committee the regulator needs competition powers to help it do its job....

Policy & Regulation • 2 March 2018

Financial advisers and investors should get comfortable talking about responsible investing, according to Calvert Research and Management....

Funds management • 5 March 2018

Commonwealth Bank announces board changes as part of its renewal process....

People & Products • 5 March 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