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ANZ OnePath’s Pre-Assessment Wizard can potentially help planners obtain on-the-spot information on the likely cost of life insurance for clients with specific known medi...

People & Products • 22 May 2018

T. Rowe Price has expanded its Australian equities investment team with the appointment of investment analyst Chris Wu....

People & Products • 23 May 2018

Northern Trust has appointed David I. Kim as head of sales for its corporate and institutional business across the Asia Pacific....

People & Products • 23 May 2018

Martin Currie has appointed Zehrid Osmani to lead its global long-term unconstrained team....

People & Products • 23 May 2018

Northern Trust has hired Glenn Poulter into a senior global markets role within its institutional brokerage business in its Capital Markets Group....

People & Products • 23 May 2018

IOOF-owned Australian Executor Trustees has appointed long-term executive, Yvonne Kelaher, to the role of head of corporate trust....

People & Products • 23 May 2018

The super fund has awarded a global equities mandate to GQG Partners, a Pacific Current Group boutique manager....

People & Products • 23 May 2018

Sunsuper has awarded specialist currency manager, Record Currency Management, a $350 million mandate for an active currency portfolio....

People & Products • 23 May 2018

The use of multi-factor combination smart beta index-based investment strategies by global managers is on the rise, according to FTSE Russell....

Funds management • 23 May 2018

AMP Capital has announced investments in North American thermal generation platforms with Invenergy Clean Power....

Funds management • 23 May 2018

The La Trobe Financial 12 Month Credit Fund Term Account has been included on the IOOF Pursuit investment platform....

Funds management • 23 May 2018

Victims of Financial Fraud has called for Greg Medcraft be recalled from overseas to front the Royal Commission, saying that ASIC “pursue[d] family-owned advisory firms t...

Financial planning • 23 May 2018

Self-managed super funds appear to have been turned off investing in large institutions such as the Big Four banks by the Royal Commission, according to SelfWealth chief ...

SMSF • 23 May 2018

New analysis from legal firm The Fold points to the dynamics of the financial services industry having changed by Australian Securities and Investments Commission licensi...

Policy & Regulation • 23 May 2018

The Australian Securities and Investments Commission has pointed the finger at financial services companies seeking to cling to old regulatory regimes, arguing that legal...

Financial planning • 23 May 2018

A research house has warned Australian investors about the hazards of overseas property investment....

Financial planning • 24 May 2018

EY says most financial institutions have significantly enhanced the governance and oversight of their third-party risk management functions....

Policy & Regulation • 24 May 2018

Current MetLife Australia chief executive Deanne Stewart will succeed Michael Dwyer as CEO of First State Super, taking up the role when he retires in November....

Superannuation • 24 May 2018

Data from FE Analytics shows that some sectors have no funds that have managed to combine strong returns with relatively low volatility....

Funds management • 24 May 2018

Adviser Ratings has predicted that up to 14,000 planners may exit the industry in the face of change with AMP and IOOF regarded as the companies whose models are most at ...

News • 24 May 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...

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. ...

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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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