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AMP has appointed former Credit Suisse chief executive, Francesco De Ferrari, as its new CEO, succeeding Mike Wilkins who has held the role in an interim capacity since A...

People & Products • 22 August 2018

The Australian Securities and Investments Commission has confirmed that it will get to write its own code of conduct once it becomes separated from the Australian Public ...

Policy & Regulation • 22 August 2018

The holding company for Equity Trustees has lifted net profit to $19.7 million for the year to 30 June 2018, driven by investment in new technology, organic growth and co...

Superannuation • 22 August 2018

Charter Hall Group said it has reached an agreement to acquire Folkestone Limited for $205 million, with the deal to be funded by cash from available investment capacity....

Funds management • 22 August 2018

Having frequent money talks with children can help raise more financially savvy kids, according to the Financial Planning Association’s Share the Dream report....

Financial planning • 22 August 2018

Lendlease and First State Super have each committed US$500 million in equity to establishing a new investment platform to develop and hold multifamily assets in US gatewa...

Funds management • 22 August 2018

For business owner and financial adviser, Anne Graham, of Story Wealth Management, the best part of working in advice is her relationships with clients and being able to ...

Knowledge Centre • 22 August 2018

Vanguard has announced it has launched diversified portfolio strategies which will be available on Macquarie’s separately managed accounts on the Macquarie Wrap platform....

Funds management • 23 August 2018

Separately managed accounts on the Wrap platform have exceeded $1.5 billion in funds under administration, according to Macquarie....

Funds management • 23 August 2018

The regulator has called on businesses to submit some operational information before 27 September 2018 as part of industry funding arrangements introduced last year....

Policy & Regulation • 23 August 2018

The Financial Planning Association (FPA) has welcomed the fact that financial advice and how it is delivered has been excluded from draft legislation handing the Australi...

Financial planning • 23 August 2018

Exposure draft legislation suggests the financial planning industry has secured a significant win on allowing advisers to represent their clients on tax issues....

Financial planning • 23 August 2018

The financial services software company has delivered an 8 per cent rise in net profit for the first half of 2018 on the back of strong performances from its wealth and l...

Tech • 23 August 2018

The majority of financial professionals are using smart beta strategies to replace actively managed funds, according to a VanEck survey....

Funds management • 23 August 2018

For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes....

Tools & guides • 23 August 2018

Going forward, financial planners must move to a model of radical transparency in order to retain clients and remain relevant....

Financial planning • 23 August 2018

The Administrative Appeals Tribunal has affirmed the Tax Practitioners Board’s termination for tax agent Ranjit Dadwal’s tax agent registration, following criminal conduc...

Policy & Regulation • 23 August 2018

As Centrepoint Alliance announces a net loss of $6.3 million after tax for FY18, the firm has said it is launching a new strategy focused on strengthening its medium to l...

Financial planning • 23 August 2018

Planners’ uptake on providing advice on insurance is low, leading to adverse impacts on practice revenue derived from risk advice, Investment Trends has found....

Financial planning • 23 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 22 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 16 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