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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 ...

Superannuation • 10 July 2018

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....

Financial planning • 10 July 2018

Christina Manonian has joined Legg Mason as its new institutional sales director. ...

People & Products • 10 July 2018

Aura Group has appointed Andrew Coloretti as its new executive director, private wealth. ...

People & Products • 10 July 2018

Kath Bowler has joined financial services law firm, Holley Nethercote, as general manager of Compact, its training and compliance business....

People & Products • 10 July 2018

SG Hiscock and Company has appointed Michael Kordick as assistant portfolio manager of the SGH20 team....

People & Products • 10 July 2018

Liam Shorte, a SMSF specialist adviser and financial planner from Verante Financial Planning, has been appointed to the SMSF Association board. ...

People & Products • 10 July 2018

Augusta has completed £150 million of funding as it enters new stage of expansion, and points to Australia as a focus market. ...

People & Products • 11 July 2018

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....

Life/Risk • 11 July 2018

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....

Financial planning • 11 July 2018

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....

11 July 2018

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...

Financial planning • 11 July 2018

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. ...

Funds management • 11 July 2018

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...

Superannuation • 11 July 2018

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. ...

Policy & Regulation • 11 July 2018

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 ...

Financial planning • 11 July 2018

Sovereign investors are reaping the rewards of the equity bull market, but the shift to alternatives is set to intensify, according to Invesco....

Funds management • 12 July 2018

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...

Funds management • 12 July 2018

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....

Financial planning • 12 July 2018

The Financial Adviser Standards and Ethics Authority has released proposed guidance on the compulsory Financial Adviser Examination, amid cries from the industry that mor...

Financial planning • 12 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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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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...

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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