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Ironbark Asset Management has made key distribution appointments as it focuses on growth....

People & Products • 30 May 2018

Wells Fargo Asset Management has announced the hire of Eddie Cheng, who will join the firm as head of international portfolio management....

People & Products • 30 May 2018

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?...

Knowledge Centre • 30 May 2018

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...

Financial planning • 30 May 2018

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...

People & Products • 30 May 2018

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 ...

Superannuation • 30 May 2018

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...

Financial planning • 30 May 2018

ANZ Bank New Zealand has agreed to sell OnePath Life NZ for NZ$700 million to specialist insurance business Cigna Corporation....

Life/Risk • 30 May 2018

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 ...

Superannuation • 31 May 2018

Frontier Advisors has announced the appointment of Margie Hill to the role of head of people....

People & Products • 31 May 2018

Victims of Financial Fraud has alleged that the Australian Securities and Investments Commission failed to acknowledge that it allowed known criminals into the financial ...

Financial planning • 31 May 2018

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...

SMSF • 31 May 2018

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...

Knowledge Centre • 31 May 2018

The Federal Government’s Budget changes impacting low-balance superannuation fund members could contradict best interests requirements by leaving them worse off....

Superannuation • 31 May 2018

The Australian Securities and Investments Commission has flagged greater use of external resources in pursuing its crackdowns on wealth management....

Financial planning • 31 May 2018

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...

Financial planning • 31 May 2018

The London-based asset manager has formed a £37 billion real assets business to meet the expected surge in global allocations to alternatives....

Funds management • 31 May 2018

BNY Mellon has launched collateral services for securities settled through Hong Kong Stock Connect....

Funds management • 1 June 2018

Airlie Funds Management has made its Australian equities-focused product available to retail investors for the first time....

Funds management • 1 June 2018

Pengana Capital has acquired a minority stake in global credit fund manager, Global Credit Investments....

Funds management • 1 June 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 2 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 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 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 2 days ago