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AccountantsIQ has stuck up for accountants giving financial advice against the Financial Adviser Standards and Ethics Authority, urging that the education standards impos...

Financial planning • 3 July 2018

Financial services firm Morrows has announced a strategic merger with accounting, wealth management, auditing and superannuation firm, MSI Ragg Weir....

Financial planning • 3 July 2018

Money Management looks at what the second quarter of 2018 held for investors, and what they should have avoided. ...

Funds management • 3 July 2018

Commonwealth Bank has completed the sale of its life insurance business in New Zealand to AIA Group Limited....

Life/Risk • 3 July 2018

A letter from the Royal Commission to some superannuation funds suggests that the commercial and remuneration relationships between banks, corporate super funds and finan...

Financial planning • 3 July 2018

The Australian Securities and Investments Commission has taken action against Refocus Financial Group in the Queensland Supreme Court....

Policy & Regulation • 3 July 2018

TAL has announced registrations are open for the 2018 TAL Adviser Roadshows, held between 1 August and 14 September. ...

People & Products • 4 July 2018

Nikko Asset Management has augmented its China equity capability with additional resources based in Shenzhen and Hong Kong....

People & Products • 4 July 2018

Dr Teagan Altschwager has been appointed to steer a review into how to help Australian retirees live well, not just longer....

People & Products • 4 July 2018

Nuveen affiliate TH Real Estate has appointed Jack Sibley as an innovation and technology strategist, a role in which he will focus on leveraging innovation and technolog...

People & Products • 4 July 2018

Grant Thornton Australia has promoted ten new partners and three new principals, adding to the 13 partner hires made over the last 12 months. ...

People & Products • 4 July 2018

AMP Capital has announced Kylie O’Conner would join its real estate team as chief operating officer, and Merran Edwards would assume the newly-created role, head of inter...

People & Products • 4 July 2018

Brisbane-based financial services firm, MGD, has announced the appointment of Stanley Feng to the partnership of the firm....

People & Products • 4 July 2018

Mid-tier accounting firm, Bentleys, has appointed former head of the Sydney Stock Exchange, Tony Sacre, as its new chief executive officer. ...

People & Products • 4 July 2018

The business registry fees collected by the Australian Securities and Investments Commission do not fund its regulatory work despite media coverage saying otherwise, Kell...

Policy & Regulation • 4 July 2018

Financial services firm, Hartleys, has transferred to Praemium’s investment platform to manage its client portfolios....

People & Products • 4 July 2018

Macquarie has announced that its wealth arm will switch off all grandfathered commissions next year, impacting an estimated 17,000 client accounts....

Financial planning • 4 July 2018

More self-managed super fund trustees and operators are expected to invest in international stock markets, according to Monex Securities Australia....

Superannuation • 4 July 2018

Plato Investment Management has started an online petition to maintain Australia’s dividend imputation system, warning that proposed changes will discriminate against sel...

Funds management • 4 July 2018

After suffering a drop at the beginning of the second quarter of 2018, bonds have managed to pick themselves up, data from FE Analytics shows. ...

Funds management • 4 July 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 15 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