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Repeated instances of bad advice made it necessary for the Government to create the Financial Adviser Standards and Ethics Authority regime, according to the Minister for...

Financial planning • 20 March 2018

The existing financial planning dealer group model is under significant pressure and struggling to remain relevant, according to ClearView managing director, Simon Swanso...

Financial planning • 20 March 2018

Lonsec Research has lost its chief executive, Matt Olsen, to IOOF....

People & Products • 20 March 2018

The Financial Adviser Standards and Ethics Authority has confirmed which advisers with related degrees will need to undertake bridging courses....

Financial planning • 20 March 2018

DomaCom’s Crowdfunding Platform has enabled KSI Investments to raise $6.4 million from investors to buy land in the South-West Sydney suburb....

People & Products • 21 March 2018

Gryphon Capital Investments intends to raise $350 million with the initial public offering of the Gryphon Capital Income Trust....

People & Products • 21 March 2018

The Financial Services Council has shown its support for AMP’s mental health training by bestowing it with the Innovation in Retail Life Insurance award. ...

People & Products • 21 March 2018

The hedging decision should be a vital one for investors with exposure to global portfolios, according to Lonsec....

Funds management • 21 March 2018

Former Bravura director, Darren Stevens has been appointed by Mercer to head up its superannuation business in Australia....

People & Products • 21 March 2018

The Financial Services Council has announced the winners of its Life Insurance Awards, with AMP Life and MLC Life Insurance successful in three of the five categories. ...

People & Products • 21 March 2018

The January FE Crown recalculations saw some previously high-flying funds come crashing down, with 16 funds having their ratings drop by three or four Crowns as compared ...

Funds management • 21 March 2018

Retail online investor numbers climbed to a record high in 2017, with improving market sentiment seeing 645,000 Australian place at least one share in 2017, according to ...

Funds management • 21 March 2018

The health of your clients is closely linked to the health of your business. Find out how you can successfully integrate health and wellbeing into your service offering....

Knowledge Centre • 21 March 2018

Adviser and client interest in managed accounts has soared, and there have already been clear commercial winners. Money Management wants to know who actually benefits mos...

Financial planning • 21 March 2018

The Minister for Revenue and Financial Services, Kelly O’Dwyer has again attributed the Government’s establishment of the Financial Adviser Standards and Ethics Authority...

Financial planning • 21 March 2018

The Insurance Council of Australia has told the Productivity Commission that general insurance agents feel hamstrung by the personal advice rules and want more flexibilit...

Financial planning • 21 March 2018

The Association of Financial Advisers has cautioned the Financial Adviser Standards and Ethics Authority to be mindful of the importance of retaining advisers in the plan...

Financial planning • 21 March 2018

MLC executive, Lara Bourguignon has been recruited to a key superannuation role at AMP Limited....

People & Products • 21 March 2018

Perennial Investment Management has opened its initial offer for the elnvest Income Generator Fund....

Funds management • 22 March 2018

Investment in unlisted trusts grew to over 750,000 transactions in the last half of 2017, according to the Australian Custodial Services Association....

Funds management • 22 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’...

5 days 23 hours 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