Mercer’s asset consulting capability is set to merge with Nextplan’s investment management arm and adviser network through a new OneVue partnership. ...
State Super has appointed Carol Austin to the trustee board of SAS Trustee Corporation....
The Full Federal Court has handed down its judgment in the appeal by Aussiegolfa Pty Ltd, finding there was no breach of the sole purpose test. ...
Columbia Threadneedle Investments has appointed Glen Giddings as head of institutional, Australia and New Zealand. ...
Australian listed investment company, Argo Investments, has reported a 3.5 per cent growth in full-year profit....
Martin Currie has investigated where the strong returns of growth strategies come from, at a time when strong performance for strategies is based on momentum....
Money Management has looked at the equity sectors in the Australian Core Strategies universe to see what’s changed in the three years to 30 July 2018....
Younger Australians are shying away from seeking professional financial advice following the Royal Commission and this could cost the broader economy dearly, fund manager...
New research from Roy Morgan has shown only 6.1 per cent of risk and life insurance policy holders looking to switch providers are doing so upon the advice of a broker or...
National Australia Bank and MLC Limited were prepared to rely on the attestations of their financial advisers to help determine whether to refund clients on the basis of ...
The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....
The Royal Commission has questioned whether members of Suncorp superannuation funds may have been charged twice with respect to administration services....
Challenger and HUB24 have announced that the former’s annuities should be available to advisers and clients on the platform by the 2019 financial year....
Industry fund Hostplus has acknowledged the returns it receives from the tax deductibility of group insurance premiums....
Hostplus chief executive, David Elia has acknowledged the amount of money his fund has spent on corporate hospitality but has told the Royal Commission it was necessary t...
Mainstream Group Holdings has announced it will launch a separately managed account platform, with Perpetual Corporate Trust to become the responsible entity....
The Royal Commission has been told that Colonial First State retained the trailing commissions on some superannuation accounts which were described as ‘commission free’....
Heidi Schwegler, AHS Financial principal, always wanted to become a financial adviser with an underlying desire to help people make sense of their finances....
Investors who walk away from small caps may be making a big mistake, according to Eaton Vance Investment Managers....
A New South Wales self-managed superannuation fund auditor has been disqualified for breaching independence requirements....
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...