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The Australian Securities and Investments Commission has permanently banned a financial planner, Muneer Mahmood Khan, for not being of good fame and character and acting ...

Financial planning • 5 March 2018

Western Sydney University has announced it will provide accelerated financial planning qualifications to ensure graduates will meet the new FASEA requirements. ...

Financial planning • 5 March 2018

The Financial Ombudsman Services has told the Royal Commission that planners/advisers have accounted for more than a third of serious misconduct cases identified since ea...

Financial planning • 5 March 2018

The SMSF Association has praised former KPMG partner, Dana Fleming’s appointment as Australian Taxation Office Assistant Commissioner, self-managed superannuation funds, ...

Superannuation • 6 March 2018

Newly-launched BetaShares Legg Mason Australian exchange traded funds have been recommended by Lonsec....

Funds management • 6 March 2018

PIMCO senior investment professionals share their current market and macro perspectives and discuss how PIMCO incorporates diversity of thought into our investment proces...

Knowledge Centre • 6 March 2018

Exchange traded funds have not contributed to market volatility and passed the liquidity test during the recent market correction, according to Vanguard....

Funds management • 6 March 2018

Staggered annuitisations can help support retirees through to maximum probable life expectancy, and planners are showing increased interest in them as a retirement soluti...

Financial planning • 6 March 2018

The Minister for Revenue and Financial Services, Kelly O’Dwyer, said the Australian Financial Complaints Authority would be ready to receive disputes by 1 November 2018. ...

Financial planning • 6 March 2018

Netwealth and Hub24 appear to have benefited from their technology choices and strategies by topping the Investment Trends list for overall platform functionality....

Financial planning • 6 March 2018

The Government has been warned that changes to the Australian Securities and Investments Commission fintech sandbox may give rise to instances of unlicensed advice....

Financial planning • 6 March 2018

The Australian Securities and Investments Commission has admitted it has never specifically investigated advice provided by industry superannuation funds....

Financial planning • 6 March 2018

AIA Australia has launched AIA Vitality’s second Australia’s Healthiest Workplace Survey, in a bid to promote employee health and wellbeing....

People & Products • 7 March 2018

AMP Limited has appointed a new director of distributions. ...

People & Products • 7 March 2018

Deutsche Asset Management has appointed Alex Francois to as its new director of sales, asset management in the Global Client Group, Australia and New Zealand....

People & Products • 7 March 2018

AMP Limited’s head of retail sales, Stephen Craig, has departed the company. ...

People & Products • 7 March 2018

There are 3 reasons why you should own gold; volatility has returned to the markets, downside risks have increased, gold has been consistently one of the best portfolio h...

Knowledge Centre • 7 March 2018

Acadian Asset Management has announced the appointment of two new members to its investment team in Sydney....

Funds management • 7 March 2018

Aviva investors has extended its Investors Multi-Strategy (AIMS) in Australia with the launch of the AIMS Fixed Income Fund....

Funds management • 7 March 2018

Negative gearing reforms can save the Australian Government more than $1.7 billion each year, without hurting ‘mum and dad’ investors, research from the Australian Housin...

Financial planning • 7 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 1 hour ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days 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 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