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Australian income-oriented equities strategies have managed to deliver to their expectations and achieved above-average franked dividends and unitholder distribution yiel...

Funds management • 20 June 2018

An independent study has shown that the Age Pension application process is a deeply complex and frustrating experience for many older Australians....

Policy & Regulation • 20 June 2018

Australian fund managers with a value investment strategy are struggling to keep up with the index as the market shifts in favour of growth stocks, according to Lonsec Re...

Funds management • 20 June 2018

AFRM Claims Advocacy has called on a Parliamentary Joint Committee to recognise the Financial Services Council’s call to allow insurers to provide early intervention supp...

Policy & Regulation • 20 June 2018

The superannuation industry could be enticed to substantially increase its holdings in local agriculture which could then improve Australia’s global competitiveness, Indu...

Superannuation • 20 June 2018

Greater artificial intelligence use by wealth managers could be a game changer for high net-worth individuals and the mass affluent market, says a new Forbes Insights and...

Financial planning • 20 June 2018

The latest Australian Prudential Regulation Authority data confirms AMP Limited’s insurance roots remains strong....

Life/Risk • 20 June 2018

A global share fund means investing in a wide variety of companies and it’s the difference between those companies that can boost returns and reduce risk....

Knowledge Centre • 20 June 2018

Capgemini’s World Wealth Report 2018 shows that Australia’s high net worth individual population has grown from 254,000 individuals in 2016 to 278,000 in 2017....

Financial planning • 20 June 2018

Financial planning industry leaders and the regulator have an obligation to set aside their self-interest and help the more than 400 advisers caught up in the closure of ...

Financial planning • 20 June 2018

Westpac’s BT Financial Group has called an end to grandfathering, effective from October....

Financial planning • 20 June 2018

The regulator has released new guidance in advance of AFCA’s commencement to provide policy certainty for stakeholders and to support the transition to the new regime....

Policy & Regulation • 20 June 2018

The Financial Adviser Standards and Ethics Authority (FASEA) has announced that Stephen Glenfield, who has over 30 years’ experience in the financial services regulation ...

Financial planning • 20 June 2018

New player in the Australian life insurance sector, NEOS Life, has launched its retail life insurance offer, which will be distributed through financial advisers....

Life/Risk • 21 June 2018

MyFiduciary and JHC Systems have announced a partnership to allow firms across the nation to access JHC Neon, a digital monitoring and compliance tool. ...

People & Products • 21 June 2018

The inclusion of China A-Shares in several of its indexes represents another milestone in China’s recognition on the global stage....

Funds management • 21 June 2018

Colonial First State’s FirstChoice platform has added Antipodes Partners’ Global Long-Short Strategy to its investment menu....

Funds management • 21 June 2018

The strongest drivers of client satisfaction at claim time are efficient claims lodgement and assessment processes, says the latest Beddoes Institute’s report, with Clear...

Financial planning • 21 June 2018

There is no shortage of negative sentiment around property right now, but that doesn’t mean investors should avoid it. There are significant opportunities to make money, ...

Knowledge Centre • 21 June 2018

BT Financial Group has said the benefits of its removal of grandfathering will be passed directly to customers, responding to comments from the public yesterday that this...

Financial planning • 21 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 19 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