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Honan Life Insurance Group is establishing strategic relationships with accounting and wealth management practices. ...

Accounting • 13 June 2018

There have been new calls for greater transparency around how the financial services regulators are spending the levies extracted from the industry....

Policy & Regulation • 13 June 2018

The Australian Securities and Investments Commission was left with little discretion around the future of Dover Financial Services with the licensee exercising its right ...

Financial planning • 13 June 2018

Former Macquarie Group senior manager and CEO of fintech start-up Brighte, Katherine McConnell, has been named Australia’s FinTech leader of the year....

People & Products • 14 June 2018

The Federal Government has released the first tranche of the Corporate Collective Investment Vehicle Bill for public consultation....

Policy & Regulation • 14 June 2018

The self-managed superannuation fund software provider said it has delivered new functionality that allows partners to build applications that support direct access for i...

People & Products • 14 June 2018

Australia’s exchange-traded fund industry reached $38.4 billion in funds under management in May, according to BetaShares....

Funds management • 14 June 2018

Perpetual has launched its new Ethical SRI Credit Fund in response to growing demand for a diversified portfolio of ethical, socially responsible fixed-income assets....

Funds management • 14 June 2018

The Institute of Public Accountants has come out in support of a 12-month superannuation guarantee amnesty period as it would help “mainly compliant” employers from small...

Financial planning • 14 June 2018

Money Management looks at the five-Crown rated funds in the Australian equities sector to see which funds have been giving investors the smoothest ride. ...

Funds management • 14 June 2018

Industry funds representative organisation, the Australian Institute of Superannuation Trustees, has told the Treasury that self-managed superannuation funds should be pu...

Superannuation • 14 June 2018

The Australian Securities and Investments Commission has cited the adverse impact of a sales culture in financial planning as it argues against revenue-based remuneration...

Financial planning • 14 June 2018

The outlook for both equity and bond beta is challenging and investors should consider less beta-sensitive strategies, according to Grant Samuel Funds Management....

Funds management • 15 June 2018

The later stages of a bull market might be more suited to active management rather than passive momentum investing, according to Activus Investment Advisors....

Funds management • 15 June 2018

Money Management looks at the giants in the industry to see which household names top the ACS Equity – Global sector over the long run. ...

Funds management • 15 June 2018

Nikko Asset Management is maintaining its bullish stance on global equities, with “mildly” rising interest rates not expected to put too much of a dint in valuations....

Funds management • 15 June 2018

Contango Asset Management has announced a launch of an exchange-traded managed fund which will be managed by WCM Investment Management....

Funds management • 15 June 2018

Money Management looks at the funds in the top quartile over five years doing it tough in the year to last month. ...

Funds management • 15 June 2018

The Federal Treasury has told the Royal Commission that industry self-regulation may fall short if industry codes of practice are neither uniform nor unenforceable....

Policy & Regulation • 15 June 2018

Despite financial planners saying for years that they were planning to increase their provision of aged care advice, they are still struggling to do so, according to Inve...

Financial planning • 15 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’...

4 days 20 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 1 day 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

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

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