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There are significant differences between those providing financial advice and those providing credit advice and they need to be recognised, according to Westpac....

Financial planning • 9 April 2018

The Praemium separately managed account (SMA) has added the Franklin Concentrated Global Equity ex Australia portfolio to its list of available offerings, as the rise of ...

Funds management • 9 April 2018

Colonial First State Global Asset Management has launched three separately managed accounts exclusively on FirstWrap....

Financial planning • 10 April 2018

As the financial services industry looks closely at competition, securities exchange Chi-X says that competition has driven it to both innovate and save investors money o...

Funds management • 10 April 2018

ASIC is continuing to bring SMSF auditors under greater scrutiny with the regulator making two disqualifications this week for a failure to report legislative contraventi...

Policy & Regulation • 10 April 2018

Research from Milliman Inc. has found that a scheme encouraging older Australian couples to downsize their homes will likely help those couples with lower super balances....

Superannuation • 10 April 2018

The Australian Taxation Office deputy commissioner – small business has sought to reassure small business that the Office is acting in their best interests....

Financial planning • 10 April 2018

The Australian Securities and Investments Commission has been urged not to allow the newly-formed Australian Financial Complaints Authority to name and shame relatively l...

Policy & Regulation • 10 April 2018

The Australian Banker’s Association has backed extracting product recommendations from the delivery of advice....

Financial planning • 10 April 2018

Prodigy Investment Partners’ has offered advisers and their clients access to the Flinders Emerging Companies Fund at institutional prices through leading platform, HUB24...

People & Products • 10 April 2018

Spaceship Financial Services and Tidswell Financial services have each paid a $12,600 penalty, following an Australian Securities and Investments Commissions investigatio...

Superannuation • 10 April 2018

Financial Adviser Standards and Ethics Authority chief executive, Deen Sanders, has signalled his departure from the organisation....

Policy & Regulation • 10 April 2018

Avoka has hired two lead designers, Nicholas Nelson and Johnny Power, in a move to expand its customer experience leadership for financial services clients....

People & Products • 11 April 2018

Ralton Asset Management has appointed Will Riggall as its new portfolio manager....

People & Products • 11 April 2018

CommInsure has launched a new digital quote and application process for its members in partnership with UnderwriteMe Australia. ...

People & Products • 11 April 2018

Mainstream Fund Services has recruited Link Fund Solutions executive, Andy Harrison as its new chief executive....

People & Products • 11 April 2018

8IP Emerging Companies has announced the strategic support of Wilson Asset Management and the appointment of two directors to the Board. ...

People & Products • 11 April 2018

The latest version of Optimo Financial’s Pathfinder paraplanning software includes SMSF modelling in the beta testing stage....

People & Products • 11 April 2018

Former Aviva Funds executive, Sylvia Falzon has joined the board of Suncorp....

People & Products • 11 April 2018

Environmental, social and governance analysis in the emerging market debt has potential to generate enhanced alpha for investors, according to Insight Investment....

Funds management • 11 April 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 18 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