The Federal Government has been warned that its Budget changes capping fees for low balance superannuation accounts could be opening the way for unscrupulous ‘gaming’ of ...
All group life insurance should be “opt-in” according to ClearView managing director, Simon Swanson, in circumstances where the “cheapness” of group can be illusory....
Christina Manonian has joined Legg Mason as its new institutional sales director. ...
Aura Group has appointed Andrew Coloretti as its new executive director, private wealth. ...
Kath Bowler has joined financial services law firm, Holley Nethercote, as general manager of Compact, its training and compliance business....
SG Hiscock and Company has appointed Michael Kordick as assistant portfolio manager of the SGH20 team....
Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed to the SMSF Association board. ...
Augusta has completed £150 million of funding as it enters new stage of expansion, and points to Australia as a focus market. ...
While 90 per cent of firms are confident of their capability to respond to crises, only 17 per cent have tested their preparedness, according to a Deloitte study....
The stockbroking, investment and financial advisory firm expects to post a 65 per cent rise in earnings to $14 million after a “good first half” across all divisions....
Don’t start the AFSL journey alone. In our upcoming workshop, you will receive the tools and support to become a compliant and confident RM. Register for a place today....
Financial services employees’ mental health is an ongoing issue, with 44 per cent of workers in the industry having left their job because of a poor mental health environ...
Money Management has looked at the equity sectors failing to stay above the line for the past six months to date to see who’s on a downward spiral. ...
The Association of Financial Advisers warns that even though its life/risk adviser members will be advantaged by new legislation making insurance within superannuation “o...
The Commonwealth Bank of Australia has entered an enforceable undertaking with the regulator for its participation in the setting of the Bank Bill Swap Rate. ...
The Financial Adviser Standards and Ethics Authority has released proposed guidance on the Financial Adviser Examination that is flagged to form a compulsory part of its ...
Sovereign investors are reaping the rewards of the equity bull market, but the shift to alternatives is set to intensify, according to Invesco....
While volatility is expected to persist moving into the second half of 2018, this will potentially produce attractive buying opportunities for long-term investors, accord...
Tax agents and individuals need to raise the bar, as new figures show the “individuals not in business” tax gap is sat at 6.4 per cent for the 2014-15 financial year....
The Financial Adviser Standards and Ethics Authority has released proposed guidance on the compulsory Financial Adviser Examination, amid cries from the industry that mor...
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...