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....
Industry superannuation fund high-balance members were the most satisfied of all super members with balances over $100,000, according to Roy Morgan....
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...
JP Morgan Asset Management has announced two appointments to its distribution team to strengthen its market presence....
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....
QIC has appointed Leonie Wilkinson as head of global clients and marketing, and Michelle Thomsen as general counsel....
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...
Money Management looked at the equity sectors outside of Australia, using FE Analytics, to see whether Australians should consider going global....
Grant Samuel Funds Management has announced it will start distributing Munro Partners’ products in Canada this year....
SuperFriend has appointed AustSafe Super’s chief executive, Craig Stevens, as fund representative director (non-executive), effective from May 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...
Monash Investors has announced it will offer shareholders an equal access buyback and share purchase plan....
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...
Money Management looked at the FE five-Crown rated funds in the Australian equities sector to see which funds investors can count on. ...
The Financial Planning Association and the Association of Financial Advisers have cautioned against allowing a retirement income covenant trumping advice, but Challenger ...
Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive....
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. ...
The SMSF Association has announced that 14 of its members are on the list of Barron’s Top 50 financial advisers for 2018....
Finding new growth opportunities in Australian equities is set to challenge investors - is it time for a new approach?...
Former Perpetual Private general manager, Nathan Jacobsen has been appointed managing director of HUB24-owned licensee, Paragem....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...