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The investment regulator has become one of the first signatories to an enhanced standard for cross-border enforcement cooperation....

Policy & Regulation • 25 June 2018

Funds under management in retirement income continued its decline over the year to March’s end, while funds held in retail and wholesale managed funds grew, according to ...

Funds management • 25 June 2018

A new study has reinforced that past performance is no guide to future performance in an outcome which will confound at least some of the recent arguments put to the Prod...

Funds management • 25 June 2018

The Commonwealth Bank (CBA) has announced that it will demerge its wealth management and mortgage broking businesses, which will result in the creation of an independent ...

Financial planning • 25 June 2018

The Australian Securities and Investments Commission has accepted an enforceable undertaking from Vantage Global Prime Pty Limited....

Policy & Regulation • 25 June 2018

Link Group and AustSafe Super have introduced push notifications via their mobile app to increase visibility of employer contributions and awareness of super balances. ...

Superannuation • 26 June 2018

Bank customer satisfaction has dropped to the lowest level since May 2012, prior to the Royal Commission, says Roy Morgan....

Financial planning • 26 June 2018

MLC Life Insurance’s changes to its business development support offering to financial advisers has so far seen improvements in lapse rates for insurance....

Life/Risk • 26 June 2018

While earnings results remained strong, US trade tariffs and a strengthening of the US dollar has made the mid-year economic outlook for Asia investments unclear. ...

Funds management • 26 June 2018

The 12-month Superannuation Guarantee amnesty must pass through the Senate so Australians can “get on with it,” according to the Institute of Public Accountants. ...

Superannuation • 26 June 2018

New analysis from Adviser Ratings has confirmed that more than 40 per cent of Dover advisers were recruited from the major bank licensees, AMP or IOOF....

Financial planning • 26 June 2018

New data released by Dexx&r has confirmed that exiting bank ownership has paid dividends for MLC Life barely two years after being substantially divested by NAB....

Life/Risk • 26 June 2018

National Australia Bank has appointed Clare Petre as the new independent wealth customer advocate in a bid to make the bank transparent and responsive in customer interac...

People & Products • 26 June 2018

Yellow Brick Road has trimmed the sails of its wealth business, selling YBR Investment Services to Alex Kean’s INPRO....

Financial planning • 26 June 2018

The investment regulator has imposed conditions on the financial services licence of Aurora Funds Management Limited following the misappropriation of $1 million of inves...

Policy & Regulation • 26 June 2018

Natixis Investment Management has announced the acquisition of MV Credit, a UK-based credit specialist....

Funds management • 27 June 2018

Wealth technology platform, Spitfire Corporation, has appointed David Storm as head of distribution. ...

People & Products • 27 June 2018

Australian Unity Wealth and Capital Markets has appointed Michael Csavas as general manager, self-employed advice. ...

People & Products • 27 June 2018

Allianz Retire+ Powered by PIMCO has appointed a new chief executive officer and three industry experts as independent non-executive directors. ...

People & Products • 27 June 2018

US-based global advisory Willis Towers Watson has appointed Simon James as head of credit, Australia....

People & Products • 27 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 17 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