Ironbark Asset Management has made key distribution appointments as it focuses on growth....
Wells Fargo Asset Management has announced the hire of Eddie Cheng, who will join the firm as head of international portfolio management....
Did you know a discretionary or family trust can reduce or even eliminate the level of its distributable income if invested in one or multiple investment bonds?...
New research from Roy Morgan shows that almost half the people born before 1946 had purchased wealth management products from a professional adviser, well above the level...
Australian Prudential Regulation Authority deputy chair, Helen Rowell, has received another five-year term in her role and will be joined by Treasury deputy secretary, Jo...
The Minister for Revenue and Financial Services, Kelly O’Dwyer has urged the Royal Commission to take a look at the issues raised in the Productivity Commission’s latest ...
The buyer’s market for financial planning practices and premium valuations of 3.2 to 3.5 times may be coming to an end with a new analysis suggesting ageing, trail-relian...
ANZ Bank New Zealand has agreed to sell OnePath Life NZ for NZ$700 million to specialist insurance business Cigna Corporation....
The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...
Frontier Advisors has announced the appointment of Margie Hill to the role of head of people....
Victims of Financial Fraud has alleged that the Australian Securities and Investments Commission failed to acknowledge that it allowed known criminals into the financial ...
The Productivity Commission’s finding that many people have their superannuation in underperforming funds also extends to self-managed super funds, according to SMSF Benc...
The prospect of a divorce is not something that most people getting married would be contemplating and when it comes to your client's SMSF things can become more complica...
The Federal Government’s Budget changes impacting low-balance superannuation fund members could contradict best interests requirements by leaving them worse off....
The Australian Securities and Investments Commission has flagged greater use of external resources in pursuing its crackdowns on wealth management....
Self-licensed planners who want to exit the industry in the current Royal Commission/FASEA environment should not be penalised by unrealistic license cancellation fees, a...
The London-based asset manager has formed a £37 billion real assets business to meet the expected surge in global allocations to alternatives....
BNY Mellon has launched collateral services for securities settled through Hong Kong Stock Connect....
Airlie Funds Management has made its Australian equities-focused product available to retail investors for the first time....
Pengana Capital has acquired a minority stake in global credit fund manager, Global Credit Investments....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...