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Liam Shorte wanted to help people build and grow their wealth and set out to become the ‘go-to’ specialist on SMSFs. ...

Knowledge Centre • 10 September 2018

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...

Policy & Regulation • 10 September 2018

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...

Expert Analysis • 10 September 2018

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 • 10 September 2018

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...

Outsider • 10 September 2018

What is one of the fastest-growing brands among golfers on the Gold Coast?...

Outsider • 10 September 2018

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...

Life/Risk • 10 September 2018

PIMCO has hired John Studzinski as managing director and vice chairman of PIMCO in its executive office....

People & Products • 10 September 2018

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....

Life/Risk • 10 September 2018

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. ...

People & Products • 10 September 2018

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...

Superannuation • 10 September 2018

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...

Life/Risk • 10 September 2018

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...

Life/Risk • 10 September 2018

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...

Life/Risk • 10 September 2018

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....

Life/Risk • 10 September 2018

Natixis Investment Management affiliate, Loomis Sayles and Company, has announced leadership changes to its global fixed-income team. ...

People & Products • 11 September 2018

BNY Mellon Investment Management has appointed a chief economist to conduct proprietary research and analysis. ...

People & Products • 11 September 2018

The Workplace Super Specialist Australia has told its national conference that existing employer funds should be included on recommended default superannuation fund lists...

Superannuation • 11 September 2018

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....

Financial planning • 11 September 2018

Slater and Gordon has launched class actions against the banks following allegations arising from the Royal Commission into Misconduct in the Banking, Superannuation and ...

Superannuation • 11 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 17 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 11 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