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Platform provider Powerwrap has recruited former Bell Potter executive, Andrew Hartnett as its new head of operations....

People & Products • 21 September 2018

Netwealth has appointed Sid Cavallaro to its senior distribution team in Sydney, where he will be responsible for adviser and dealer group relationships....

People & Products • 21 September 2018

Superannuation returns can provide lessons for dealing with crises, with the sector’s performance since the GFC showing the importance of taking a long-term view even whe...

Superannuation • 21 September 2018

A new mortgage broking group, the Mortgage Brokers Forum, has advocated adopting a licensing model similar to that applied to financial planners but with the retention of...

Policy & Regulation • 21 September 2018

The Australian Taxation Office has signalled its intention to review the top 100 self-managed superannuation funds on issues such as dividend stripping and other forms of...

Policy & Regulation • 21 September 2018

MLC Life Insurance has gained efficiencies with their new digital underwriting platform. The platform is also providing analytics that allows them to quickly review under...

Knowledge Centre • 21 September 2018

Outsider doffs his hats to the chaps and chappettes of the Association of Financial Advisers, led by chief executive, Phil Kewin, who completed the Kokoda Trail trek to r...

Outsider • 21 September 2018

And as the sun slowly fades into the west ... Outsider notes the impending departure of Australian Securities and Investments Commission deputy chairman, Peter Kell....

Outsider • 21 September 2018

Who the hell is Siri and what is she doing with my money?...

Outsider • 21 September 2018

The latest Investment Trends Planner Technology Report suggests that platform providers and planning software firms will need to collaborate to adequately meet financial ...

Expert Analysis • 21 September 2018

The superannuation industry needs to better engage with younger people, with options for doing so ranging from reward programs for kids to education for young adults, Dan...

Expert Analysis • 21 September 2018

Mark Arnold and Jason Orthman look at conviction investment and the importance of portfolio construction in generating long-term alpha....

Expert Analysis • 21 September 2018

The Financial Planning Association (FPA) has appointed industry veteran Ken Whitton to the newly created role of professional practice manager....

People & Products • 21 September 2018

Arian Neiron breaks down the Australian Securities and Investments Commission’s recent report on exchange-traded products, exploring why the regulator warned of wide spre...

Expert Analysis • 21 September 2018

As Australia’s population, and planners’ client base, grows increasingly older, advisers need to be positioned to give guidance on powers of attorney, statutory wills and...

Expert Analysis • 21 September 2018

With aged care a key policy issue for providers and the Government alike at the moment, Troy Smith looks at the intricacies of applying and getting approved for home care...

Expert Analysis • 21 September 2018

With another round of Royal Commission hearings having drawn to a close and proposed education reforms remaining somewhat unknown, Matt Swieconek looks at how the changes...

Expert Analysis • 21 September 2018

With advisers adjusting to the new transfer balance cap measures, Alena Miles looks at capped defined benefit income streams’ rules....

Tools & guides • 21 September 2018

Financial technology and infrastructure company, Sargon, has announced an agreement to acquire 100 per cent of the issued shares in Decimal Software for $1.41 cash per sh...

People & Products • 21 September 2018

An exposure to the Australian listed property sector is ideal within any solid, diversified portfolio and the following set of funds have been proven outperformers over t...

Features • 21 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 12 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 6 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