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The executive team of Wingate Asset Management has bought out the majority shareholding and, as a result, the firm will be renamed Talaria....

Funds management • 21 September 2018

The Royal Commission has laid bare appalling practices within some of the insurance call centres, making direct life/risk sales something which may bring into question th...

Editorial • 21 September 2018

The chair of life/risk focused dealer group Synchron, Michael Harrison claims the Royal Commission has highlighted the gaping chasm which exists between the high value pr...

Features • 21 September 2018

Despite much turbulence and against the backdrop of the Royal Commission, financial planner numbers look strong, as Oksana Patron discovers in the Money Management TOP 10...

Top 100 • 21 September 2018

Financial Services Council chief executive Sally Loane has told the Royal Commission that direct sales of life policies via outbound “cold calls” is viewed as unlawful by...

Life/Risk • 21 September 2018

Financial Services Council chief executive, Sally Loane, has admitted to the Royal Commission that insurers effectively pay for their products to be sold by advisers....

Life/Risk • 21 September 2018

The Royal Commission has raised the issue of the enforceability of the life insurance code of practice, with the Financial Services Council facing tough questions on whet...

Life/Risk • 21 September 2018

Investment management boutique Firetrail has launched its new listed investment company, Firetrail Absolute Return Limited....

Funds management • 24 September 2018

The Alliance for a Fairer Retirement System has backed the government inquiry into Labor’s proposal to scrap refundable franking credits....

Policy & Regulation • 24 September 2018

The Australian Taxation Office will start issuing excess transfer balance cap determinations to taxpayers with over $1.6 million in their super in the pension phase....

Superannuation • 24 September 2018

The Financial Planning Association has banded with Financial Executive Women to promote mentoring opportunities for women in the planning industry and support them in the...

Financial planning • 24 September 2018

Industry superannuation fund REST has filed a breach report with the Australian Securities and Investments Commission after admitting to failings during the Royal Commiss...

Life/Risk • 24 September 2018

Industry Super Australia has reportedly pulled its ‘fox in the henhouse’ advertising just weeks after funding was questioned during the Royal Commission into Misconduct i...

Policy & Regulation • 24 September 2018

Australian cash totalling $414 billion is invested in underperforming funds, according to research by digital wealth provider InvestSMART....

Funds management • 24 September 2018

Asset allocation by SMSFs across fiscal 2018 has revealed the impact of new laws and market conditions on fund trustees’ strategies, a survey by SuperConcepts has shown....

Superannuation • 24 September 2018

Proceedings supported by DomaCom in the Federal Court against the Australian Taxation Office regarding the interpretation of superannuation regulations have drawn to a cl...

Funds management • 24 September 2018

JCP Investment Partners has appointed a new executive chairman as part of its board renewal and management transition. ...

People & Products • 25 September 2018

Former JP Morgan vice president, marketing and communications, Melissa Adam, has joined NGS Super as head of brand and marketing. ...

People & Products • 25 September 2018

Bluestone, a non-bank specialising in near prime residential lending, has partnered with Mortgage Choice to strengthen its home loan lending panel. ...

People & Products • 25 September 2018

BetaShares has announced the launch of its Asia Technology Tigers exchange-traded fund, which will offer investors access to a portfolio of ‘disruptive companies’ in Asia...

Funds management • 25 September 2018
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 days 11 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 5 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