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The customer-owned banking sector is the clear leader when it comes to customer satisfaction and advocacy, new figures show....

Financial planning • 30 August 2018

An Australian Securities and Investments Commission report has pointed to significant ongoing problems with direct life sales including poor practices and product design....

Life/Risk • 30 August 2018

A background paper on the sale of life/risk products provided to the Royal Commission has suggested life/risk advisers recommend in-house products in return for lower dea...

Financial planning • 30 August 2018

Praemium has announced three new SMA partnerships and added a number of new model portfolios to the Praemium SMA. ...

People & Products • 30 August 2018

Lonsec has appointed its head of manager of research to the role of executive director....

People & Products • 30 August 2018

Money Management has looked at the funds in the Asia Pacific ex Japan sector to see which ones have produced consistent returns over the last ten years. ...

Funds management • 31 August 2018

Nikko Asset Management Australia has partnered with ARK Investment Management to launch a global disruptive innovation fund....

Funds management • 31 August 2018

The State Street Investor Confidence Index has declined by 7.4 points to 94.3 in August....

Funds management • 31 August 2018

Vanguard Australia has announced it has selected a new FTSE Russell index for values-aligned exchange-traded funds and index funds....

Funds management • 31 August 2018

AMP Capital has made a senior appointment to its community infrastructure team in a bid to grow its infrastructure equity business....

People & Products • 31 August 2018

AdviserLogic has appointed IRESS’ Cath Perry as its executive manager – product and operations excellence, a role in which she hopes to “evolve [her] fintech dreams” and ...

People & Products • 31 August 2018

Australians saving for retirement are taking on significantly more risk in their investment portfolio than their global counterparts, according to Daintree Capital....

Financial planning • 31 August 2018

The Financial Services Council has welcomed a regulator’s positive review on the role of the FSC Life Insurance Code of Practice in the sale of direct life insurance, whi...

Life/Risk • 31 August 2018

A Parliamentary Committee has been told that public servants working within the Australian Securities and Investments Commission are eligible to earn bonuses, but at leas...

Policy & Regulation • 31 August 2018

The Australian Securities and Investments Commission has told a Parliamentary Committee it is funded and willing to pursue bannings in the financial adviser space....

Financial planning • 31 August 2018

Perth’s PFK Lawler has joined the Hall Chadwick Association, extending the mid-tier chartered accounting association’s presence and specialty services in the west. ...

People & Products • 3 September 2018

ETF Securities has launched a new exchange-traded fund that will provide exposure to companies directly involved in the global energy revolution....

Funds management • 3 September 2018

Sam Zervides has been elected president of the Victorian branch of the Institute of Public Accountants....

People & Products • 3 September 2018

Australian super funds are staying competitive with world-class investment returns, with the average super fund outperforming the Future Fund after adjustments over the l...

Superannuation • 3 September 2018

Two former senior industry fund executives have been appointed to the Australian Securities and Investments Commission to beef up its superannuation capability....

Policy & Regulation • 3 September 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 19 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 13 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