Liam Shorte wanted to help people build and grow their wealth and set out to become the ‘go-to’ specialist on SMSFs. ...
The Australian Securities and Investments Commission has forecast a ‘new competitive dynamic’ in the wake of the banks divesting their insurance and wealth management bus...
Julian Morrison explores how focusing on valuing individual businesses and investing when they are undervalued could lead to better results than sticking to the tradition...
Outsider, for reasons which he would rather not discuss, is familiar with the “dark arts” of spin doctoring and therefore believes that industry fund, HostPlus, must have...
Outsider notes that a pair of Judy Garland’s iconic ruby slippers from The Wizard of Oz that went missing from a museum were recovered by the US Federal Bureau of Investi...
What is one of the fastest-growing brands among golfers on the Gold Coast?...
AMP Limited has admitted to the existence of life/risk churn in its submissions to the Royal Commission into Misconduct in the Banking, Superannuation and Financial Servi...
PIMCO has hired John Studzinski as managing director and vice chairman of PIMCO in its executive office....
The Royal Commission has been told that Australia’s 10 major life insurers have paid advisers around $6 billion in commissions over the past five years....
Netwealth has launched a new adviser and client portal to enhance the user experience, making the platform easier to navigate for advisers using large monitors. ...
Research from the Association of Superannuation Funds of Australia has reconfirmed that there is still a “significant disparity” between retirement incomes for men and wo...
Clearview’s targeting of particular demographics for its life/risk products has come under fire on the first day of the Royal insurance hearings, in regard to the insurer...
The practice of offering “downgraded” life insurance products has come under the spotlight at the Royal Commission, with Clearview questioned over its practice of offerin...
In a hearing littered by admissions of wrongdoing by Clearview, the Royal Commission has heard the insurer’s chief risk officer, Gregory Martin, detail how the firm breac...
ClearView has confirmed that its direct life sales agents had access to commissions of up to $8,000 if they exceeded 250 per cent of their sales directs....
Natixis Investment Management affiliate, Loomis Sayles and Company, has announced leadership changes to its global fixed-income team. ...
BNY Mellon Investment Management has appointed a chief economist to conduct proprietary research and analysis. ...
The Workplace Super Specialist Australia has told its national conference that existing employer funds should be included on recommended default superannuation fund lists...
Funds under management in managed accounts increased by nine per cent to $5.4 billion for six months to 30 June, 2018, according to IMAP....
Slater and Gordon has launched class actions against the banks following allegations arising from the Royal Commission into Misconduct in the Banking, Superannuation and ...
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...