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Jo Moxey is moving on and Phil Butterworth is moving in to the head of Adviser Distribution role as part of a general restructure at BT Financial Group....

News • 21 June 2018

Industry superannuation fund high-balance members were the most satisfied of all super members with balances over $100,000, according to Roy Morgan....

Superannuation • 21 June 2018

The Association of Financial Advisers has warned the Federal Treasury that Comprehensive Income Products in Retirement will not be as effective as ensuring people receive...

Financial planning • 21 June 2018

JP Morgan Asset Management has announced two appointments to its distribution team to strengthen its market presence....

People & Products • 21 June 2018

The Federal Court has approved the Commonwealth Bank’s $25 million settlement with the Australian Securities and Investments Commission regarding the Bank Bill Swap Rate....

Policy & Regulation • 21 June 2018

QIC has appointed Leonie Wilkinson as head of global clients and marketing, and Michelle Thomsen as general counsel....

People & Products • 22 June 2018

London-based investment management specialist, River and Mercantile, has launched its first Australian unit trust and appointed Tim Horan to run its business in Australia...

Funds management • 22 June 2018

Money Management looked at the equity sectors outside of Australia, using FE Analytics, to see whether Australians should consider going global....

Funds management • 22 June 2018

Grant Samuel Funds Management has announced it will start distributing Munro Partners’ products in Canada this year....

Funds management • 22 June 2018

SuperFriend has appointed AustSafe Super’s chief executive, Craig Stevens, as fund representative director (non-executive), effective from May 2018....

People & Products • 22 June 2018

The Federal Government has tabled a range of reforms aimed at protecting super members against the undue erosion of their balances through excessive fees and inappropriat...

Superannuation • 22 June 2018

Monash Investors has announced it will offer shareholders an equal access buyback and share purchase plan....

Funds management • 22 June 2018

Superannuation funds are not equipped to deal with judging whether members are seeking to circumvent criminal compensation arrangements and the issue should be left to th...

Superannuation • 22 June 2018

Money Management looked at the FE five-Crown rated funds in the Australian equities sector to see which funds investors can count on. ...

Funds management • 22 June 2018

The Financial Planning Association and the Association of Financial Advisers have cautioned against allowing a retirement income covenant trumping advice, but Challenger ...

Financial planning • 22 June 2018

Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive....

People & Products • 22 June 2018

A record number of candidates have registered for Level I, II, and III CFA exams on the program’s 55th anniversary, according to CFA Institute. ...

Financial planning • 25 June 2018

The SMSF Association has announced that 14 of its members are on the list of Barron’s Top 50 financial advisers for 2018....

Financial planning • 25 June 2018

Finding new growth opportunities in Australian equities is set to challenge investors - is it time for a new approach?...

Knowledge Centre • 25 June 2018

Former Perpetual Private general manager, Nathan Jacobsen has been appointed managing director of HUB24-owned licensee, Paragem....

People & Products • 25 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 18 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