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SuperFriend has appointed Danielle Clarke to the newly-created role of head of marketing and communications. ...

People & Products • 21 August 2018

Natixis Investment Managers has appointed Louise Watson as head of institutional sales, Australia and New Zealand. ...

People & Products • 21 August 2018

Equip has substantially increased its governance, risk and project management teams to meet member demands....

People & Products • 21 August 2018

BetaShares has announced plans to expand the range of its global shares product suite via the launch of new international ETFs....

Funds management • 21 August 2018

Self-managed super funds face potential issues from draft regulations that would apply SuperStream data standards to SMSFs more extensively from the end of November 2019....

Superannuation • 21 August 2018

MLC Life has drawn recruits from a range of competitors to help building its group insurance business....

Life/Risk • 21 August 2018

Money Management has looked at the Australian equity funds with over $500 million in funds under management in the Australian Core Strategies universe to see which ones a...

Funds management • 21 August 2018

Mentor Education’s founder, Mark Sinclair has said that older advisers who feel pushed out of the industry by FASEA’s reforms could instead find roles as mentors, coaches...

Financial planning • 21 August 2018

The board of Yellow Brick Road Wealth Management has signalled its intention to reject a takeover bid by Sir Ron Brierley’s Mercantile Investment Company....

Financial planning • 21 August 2018

The publicly-listed company which last year acquired GPS Wealth is predicting the further convergence of accounting and wealth driven by the Royal Commission and the Fina...

Financial planning • 21 August 2018

Minister for Revenue and Financial Services, Kelly O’Dwyer, has launched the 2018 National Financial Capability Strategy. ...

People & Products • 21 August 2018

The Association of Independently Owned Financial Professionals this morning sent out a report outlining the potential impact of the Financial Adviser Standards and Ethics...

Financial planning • 21 August 2018

At this stage in the cycle, investors should consider inflation risk, market dispersion, recession risk and other key factors discussed in PIMCO's midyear update. ...

Knowledge Centre • 21 August 2018

Education is needed to boost the understanding of financial and insurance products and encourage responsible financial behaviour, according to the Global Federation of In...

Financial planning • 22 August 2018

The robust economy has continued to underpin Australian credit markets, which means there is no imminent threat to the current credit cycle, according to Western Asset....

Funds management • 22 August 2018

The Customer Owned Banking Association is set to launch its #MoreThan4 campaign in Canberra, calling for a move away from a one-size-fits-all approach to banking regulati...

Policy & Regulation • 22 August 2018

New research from Suncorp has revealed half of Australians never discuss their finances with family and friends, while a further 14 per cent still consider the topic tabo...

Financial planning • 22 August 2018

Some of Australia’s largest financial services firms are on the brink of insolvency following multiple revelations of misconduct uncovered this year, according to insolve...

Financial planning • 22 August 2018

Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...

Financial planning • 22 August 2018

Money Management compared the Australian Core Strategies global bond and Australian bond sectors to see where investors are better off investing. ...

Funds management • 22 August 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’...

3 days 23 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 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. ...

6 days 17 hours 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 1 day 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. ...

1 week 6 days ago