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More than 65 per cent of mortgage brokers are concerned about the reputation of their industry following the Royal Commission, according to a MyState Bank survey....

Financial planning • 13 April 2018

The impact of regulation and continuing volatility on retirement plans is prompting a growing number of self-managed super fund trustees to increase cash reserves. ...

Superannuation • 13 April 2018

A merger between two NSW accounting and planning practices represents confirmation of the CountPlus “owner-driver” model which takes the firm away from holding a 100 per ...

Financial planning • 13 April 2018

The Consumer Action Law Centre has urged extending the Future of Financial Advice conflicted remuneration rules to the mortgage broking industry....

Financial planning • 13 April 2018

The rhetoric around the industry versus retail funds debate appears to have overshadowed years of cooperation between the two industry segments, according to a submission...

Superannuation • 13 April 2018

Industry Super Australia chief executive, David Whiteley, is stepping down after twelve years in the role to take up a new role with IFM Investors....

Superannuation • 13 April 2018

The regulator has accepted an enforceable undertaking from Commonwealth Financial Planning and BW Financial Advice for charging fees to customers for advice reviews that ...

Policy & Regulation • 13 April 2018

IFM Investors has appointed David Whiteley to the newly-established role of global head, external relations....

People & Products • 13 April 2018

The University of Sydney Business School, in partnership with fintech, MoneyMe, has awarded a $96,000 scholarship to Sydney University business analytics PhD student, Jia...

People & Products • 16 April 2018

High-yield fundamentals remain positive but investors should adopt a highly selective approach, according to Eaton Vance....

Funds management • 16 April 2018

The securities regulator has banned Mark Menzies from providing advice for four years following an investigation which found he had manipulated the price of 'MINI' warran...

Policy & Regulation • 16 April 2018

AMP will be the first financial advice group to give testimony before the Royal Commission as it enters its round two hearings today....

Financial planning • 16 April 2018

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told that regulatory reform to financial planning is a work i...

Financial planning • 16 April 2018

The Australian Securities and Investments Commission has admitted it does not have enough information to know about inappropriate payments attaching to direct life sales....

Financial planning • 16 April 2018

AMP Limited has acknowledged that false and misleading statements were made to the Australian Securities and Investments Commission (ASIC) over fee for no service....

Financial planning • 16 April 2018

The regulator said it has completed a compliance review and remediation program, and removed additional licence conditions, for Total Financial Solutions Australia....

Policy & Regulation • 16 April 2018

MLC Life Insurance has launched its new underwriting platform to reduce the time it takes for advisers and customers to purchase life cover. ...

People & Products • 17 April 2018

Praemium has reported strong platform inflows for the March 2018 quarter, with gross inflows of $671 million, 39 per cent higher than those of the prior corresponding tim...

Funds management • 17 April 2018

Mentor Education has launched an Aged & Disability Care Specialist Adviser designation to meet the challenges posed by growth in Australia’s ageing and disabled populatio...

Financial planning • 17 April 2018

The SMSF sector posted a 12-month return to the end of February of 5.5 per cent before fees and tax, compared to a 9.6 per cent return from default MySuper products....

Superannuation • 17 April 2018
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MARKET INSIGHTS

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

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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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...

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