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Despite geopolitical tensions impacting global markets, superannuation funds delivered modest positive returns in May of 0.5 per cent for the median balanced option, acco...

Superannuation • 18 June 2018

The key superannuation and financial services stakeholders were neither informed nor consulted about the Government’s proposed one-year amnesty on employer superannuation...

Superannuation • 18 June 2018

The initial public offering of WAM Global Limited has exceeded the $330 million target due to strong demand from existing investors....

Funds management • 18 June 2018

The New South Wales District Court has convicted a former financial adviser of engaging in dishonest conduct with investor funds, following charges brought by the Austral...

Financial planning • 18 June 2018

Hall Chadwick QLD SMSF & Financial Advisors has joined the managed accounts following, awarding Innova Asset Management a substantial mandate to run its first managed acc...

Funds management • 19 June 2018

Fitzpatricks Group has made three appointments in a bid to support their Private Wealth advisers....

People & Products • 19 June 2018

InvestSMART has debuted its first active exchange-traded fund on the Australian Securities Exchange....

Funds management • 19 June 2018

The Government has released draft legislation on a package of technical amendments to ensure the new system for attribution managed investment trusts operates as intended...

Policy & Regulation • 19 June 2018

Federal Treasurer, Scott Morrison has claimed it is retiree battlers who will suffer most under the Federal Opposition’s proposed changes to dividend imputation....

Policy & Regulation • 19 June 2018

The use of time-based fees by accountants will decline by 12 per cent over the next two years, as firms respond to clients pushing for greater fee transparency, Commonwea...

Accounting • 19 June 2018

IOOF Alliances has formed a new partnership under which its members would receive governance support from specialist AFSL compliance firm Integrity Compliance. ...

People & Products • 19 June 2018

The Financial Planning Association has blasted the Federal Treasury for seeking to push forward with a “retirement covenant” which it claims effectively mandates the crea...

Financial planning • 19 June 2018

The Australian Securities and Investments Commission has restricted Henry Morgan from eligibility to issue a reduced-content prospectus....

Financial planning • 19 June 2018

TAL has made two senior leadership appointments to its group insurance business, which it says will grow its “commercial, strategic management and market development capa...

People & Products • 20 June 2018

UniSuper has appointed Julie Watkins as executive manager, people services, effective July this year. ...

People & Products • 20 June 2018

ANZ has commissioned a mental health and wellness portal for advisers to facilitate more meaningful conversations with clients. ...

People & Products • 20 June 2018

State Street Global Advisors has announced Jonathan Shead would be appointed to the newly created role, head of retirement solutions. ...

People & Products • 20 June 2018

The infrastructure industry needs to better minimise wasted money spent on procurement so it does not negatively impact investors’ returns Cbus chief investment officer K...

Superannuation • 20 June 2018

AMP Capital has expanded its global listed real estate capability with two new appointments....

People & Products • 20 June 2018

IOOF has achieved the top ranking for the number of advisers in Barron's survey of Australian financial advisers for the second year in a row....

Financial planning • 20 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’...

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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 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. ...

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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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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