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The Royal Commission has pointed to flaws and inconsistencies in the regulatory environment around life insurance, including that there is no penalty capable of being imp...

Life/Risk • 11 September 2018

Whether investors are looking for growth, income, standalone investments or diversification, the broad SMA offering available from Antares, one of the original managed ac...

Knowledge Centre • 11 September 2018

New research has delivered good news to financial planners – that they are the most trusted source of financial advice, particularly amongst younger generations, but few ...

Financial planning • 11 September 2018

The Royal Commission has heard of the issues which gave rise to ClearView closing its Direct business including ‘random incentive days’ and trips to Queenstown, New Zeala...

Life/Risk • 11 September 2018

Pengana Capital has announced it is working on plans to launch a global private equity listed investment trust....

Funds management • 11 September 2018

Are managed accounts an all-weather option?...

Guides • 11 September 2018

With insurance sales practices proving a focus of the Royal Commission’s current hearings, the Commission has heard of how Freedom sold a disabled man funeral insurance a...

Life/Risk • 11 September 2018

Freedom ended dubious sales practices for four insurance products just days before appearing before the Royal Commission, then failed to disclose this information to the ...

Life/Risk • 11 September 2018

Freedom chief operating officer Craig Orton has admitted to the Royal Commission that aggressive insurance sales practices within his organisation led to poor customer ou...

Life/Risk • 11 September 2018

SuperRatings has expanded its actuarial team by appointing a general manager of consulting and consulting manager. ...

People & Products • 12 September 2018

Warakirri Asset Management has continued to expand its distribution team, appointing a head of family office and IFAs. ...

People & Products • 12 September 2018

Australian listed property, global listed property and global listed infrastructure have all experienced strong performance and flows over the past few years, according t...

Funds management • 12 September 2018

Australian insurers are behind their international counterparts in readiness for new major new accounting standards, a survey by KPMG has shown....

Life/Risk • 12 September 2018

Money Management has looked at the Australian equity sector to see which funds have outperformed the S&P ASX 300 index over the last five years. ...

Funds management • 12 September 2018

The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...

Financial planning • 12 September 2018

The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...

Financial planning • 12 September 2018

Freedom received 72 cancellation calls a day from customers for its funeral insurance policy over a 13-month period, with 13 per cent of those calls coming during the fir...

Life/Risk • 12 September 2018

Freedom’s retention practices make it “unnecessarily difficult to cancel [insurance] policies” with just 28.5 per cent of customers trying to cancel funeral insurance cov...

Life/Risk • 12 September 2018

The Australian Securities and Investments Commission has approved the Australian Financial Complaints Authority’s Complaint Resolution Scheme Rules. ...

Policy & Regulation • 12 September 2018

CBA has acknowledged that it was not frank and open in a dispute with the Financial Ombudsman Service, the Royal Commission has been told....

Life/Risk • 12 September 2018
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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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