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The potential consequences of Labor’s dividend franking policy highlight the need for income-seeking investors to diversify their exposure within Australian equities, acc...

Funds management • 24 April 2018

Major investment house Vanguard has revealed it has picked up a 5.01 per cent stake in AMP Limited....

Funds management • 24 April 2018

National Australia Bank has confirmed that a planner who forged client initials on binding death nomination documents had been recruited out of the bank’s business bankin...

Financial planning • 24 April 2018

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told NAB planning executives had their bonuses ‘shaved’ becau...

News • 24 April 2018

Law firm Slater and Gordon has signalled its intention to pursue a Class Action against AMP Limited over issues raised during the Royal Commission into Misconduct into th...

News • 24 April 2018

A staffer of financial planning firm Henderson Maxwell has been confirmed as having impersonated a client when seeking to obtain information from a client’s superannuatio...

News • 24 April 2018

Investors are increasingly turning to debt funds as an alternative to overpriced and volatile equities markets and a fully priced property sector....

Funds management • 26 April 2018

AMP Capital has acquired 49 per cent of London Luton Airport from Ardian on behalf of investors in its Global Infrastructure Equity strategy....

Funds management • 26 April 2018

Over 17,000 advisers may need to complete further education under the Financial Adviser Standards and Ethics Authority’s reforms, including 1,000 who are close to retirem...

Financial planning • 26 April 2018

The Financial Planning Association and the Association of Financial Advisers are scheduled to appear before the Royal Commission today with the focus expected to be on ho...

Financial planning • 26 April 2018

IOOF Limited has pointed to the contractual protections it enjoys with respect to any Royal Commission fall-out impacting its acquisition of the ANZ wealth management bus...

Financial planning • 26 April 2018

The much-vaunted Cooperation Agreement between ClearView Wealth and Sony Life Insurance is being terminated in the wake of the big Japanese insurer not following through ...

Life/Risk • 26 April 2018

Financial Planning Association chief executive, Dante De Gori has defended the disciplinary processes in the face of interrogation at the Royal Commission into Misconduct...

News • 26 April 2018

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry received a letter form the Financial Planning Association urging that ...

News • 26 April 2018

The Association of Financial Advisers chief executive, Phil Kewin has been asked what it takes for an adviser to be expelled from his organisation....

News • 26 April 2018

Dover Financial Advisers principal, Terry McMaster has told the Royal Commission it is not unknown for commercial disputes between planners and their licensees to result ...

News • 26 April 2018

In March quarter, the best performing index in the developed universe returned 2.03 per cent compared to the broad cap-weighted index, according to ERI Scientific Beta....

Funds management • 27 April 2018

ETF Securities has announced it has reached $1 billion in assets under management....

Funds management • 27 April 2018

The Alleron Long Short Fund has reported a positive return for the March quarter and announced portfolio changes....

Funds management • 27 April 2018

The Australian Securities and Investments Commission has suspended the Australian financial services licence of Direct FX Trading for failing to comply with the financial...

Financial planning • 27 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’...

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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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