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The Australian Prudential Regulation Authority has shown concern that poor disability income insurance, reporting that the performance and sustainability of DII products ...

Life/Risk • 6 July 2018

As changes to superannuation contribution rules come into effect, advisers with older clients should be aware of the strategy options these and other legislative changes ...

Financial planning • 6 July 2018

Two years after emerging out of UBS Wealth Management, Crestone attributes its success to being an advice-only business with an adviser equity model....

Financial planning • 6 July 2018

Letters sent to the clients of some Dover advisers reveal that 7 July looms as the day they lose platform access unless they have found a new licensee....

Financial planning • 6 July 2018

The Association of Financial Advisers has warned that the Financial Adviser Standards and Ethics Authority is at an inflection point and may have already lost the hearts ...

Financial planning • 6 July 2018

The Commonwealth Bank of Australia and ANZ have entered into an enforceable undertaking to change the way they distribute superannuation products....

Policy & Regulation • 6 July 2018

Wodonga financial planner Neil John Evans pleads guilty to vote-rigging in the director elections for WAW Credit Union Co-Operative....

Policy & Regulation • 9 July 2018

The long-term case for emerging markets in bond portfolios is still strong – especially if you know where to look, investment manager Eaton Vance says....

Funds management • 9 July 2018

Pengana Capital has launched the 2017 WHEB Asset Management Impact Report and Impact Calculator, which incorporates measurement of three social themes....

Funds management • 9 July 2018

The SMSF Association has welcomed the Government’s decisions to extend consultation on the proposed three-yearly audit cycle for some self-managed superannuation funds....

Superannuation • 9 July 2018

Ben Bernanke, Gordon Brown and other PIMCO advisors provide their views on the global economic outlook....

Knowledge Centre • 9 July 2018

The Government has claimed it is reducing the compliance burden for self-managed superannuation funds, opening consultation for a paper on its proposed changes to SMSF au...

Superannuation • 9 July 2018

The Australian Prudential Regulation Authority has confirmed that removing the compulsion from insurance inside superannuation for those aged under 25 will have serious i...

Superannuation • 9 July 2018

Consumers are still voting for brokers over the banks as the provider for lending options, according to Mentor Education Group founder, Mark Sinclair. ...

Financial planning • 10 July 2018

Tightening credit environment has impacted stock preferences across Australian equity funds, DNR Capital said....

Funds management • 10 July 2018

BetaShares has announced an expansion of its institutional investor business with the appointment of Dan Annan as its new director....

People & Products • 10 July 2018

The Board of Taxation has deemed income tax residency rules in need of modernisation and simplification, says Minister for Revenue and Financial Services, Kelly O’Dwyer....

Financial planning • 10 July 2018

The Institute of Managed Account Professionals has announced the finalists of the 2018 IMAP Managed Account Awards. ...

People & Products • 10 July 2018

Wealth02 has surpassed half a billion in funds under management, an increase of more than 60 per cent, citing referrals as the major driver of its growth....

Financial planning • 10 July 2018

Netwealth, AdviserNETgain and Lonsec have stood out as category winners in Adviser Ratings’ 2018 Financial Advice Landscape Report, although financial advisers are highly...

Financial planning • 10 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 14 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