The executive team of Wingate Asset Management has bought out the majority shareholding and, as a result, the firm will be renamed Talaria....
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...
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...
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...
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...
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....
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...
Investment management boutique Firetrail has launched its new listed investment company, Firetrail Absolute Return Limited....
The Alliance for a Fairer Retirement System has backed the government inquiry into Labor’s proposal to scrap refundable franking credits....
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....
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...
Industry superannuation fund REST has filed a breach report with the Australian Securities and Investments Commission after admitting to failings during the Royal Commiss...
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...
Australian cash totalling $414 billion is invested in underperforming funds, according to research by digital wealth provider InvestSMART....
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....
Proceedings supported by DomaCom in the Federal Court against the Australian Taxation Office regarding the interpretation of superannuation regulations have drawn to a cl...
JCP Investment Partners has appointed a new executive chairman as part of its board renewal and management transition. ...
Former JP Morgan vice president, marketing and communications, Melissa Adam, has joined NGS Super as head of brand and marketing. ...
Bluestone, a non-bank specialising in near prime residential lending, has partnered with Mortgage Choice to strengthen its home loan lending panel. ...
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...
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...