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An integrated ecosystem of fintechs as opposed to singular siloed technologies is the way of the future, according to Avaloq. ...

Financial planning • 27 September 2018

The number of new listings on the Australian Securities Exchange is another sign of the growing popularity of this structure, according to Equity Trustees....

Funds management • 27 September 2018

Money Management looked at Australian broad cap equity funds to find the fund that topped the asset class over the last decade. ...

Funds management • 27 September 2018

The Federal Treasurer, Josh Frydenberg, has cited fees for no service and the failures of the regulators as being among his Royal Commission take-outs....

Policy & Regulation • 27 September 2018

My husband and I are approaching retirement. We have about $800,000 between us saved in super and are wondering what to do with it. We are thinking of taking it all out...

Knowledge Centre • 27 September 2018

At least four of AMP’s corporate superannuation clients are in the process of reviewing their arrangements in the wake of successive rounds of hearings before the Royal C...

Life/Risk • 27 September 2018

Westpac has cited fee for no service remediation in what represents a forecast $235 million to its bottom line before any Royal Commission costs are factored in....

Policy & Regulation • 27 September 2018

Domacom has been forced to back down from a declaration that its legal fight with the Australian Taxation Office was finished, after differing interpretations of the High...

Policy & Regulation • 28 September 2018

FinaMetrica and PlanPlus have formally rebranded to PlanPlus Global following their merger last year and revealed details of a new product suite. ...

People & Products • 28 September 2018

Aoris Investment Management has appointed Swati Reddy as a new senior investment analyst....

Funds management • 28 September 2018

The world’s largest fixed-income manager said it sees global growth slowing but no risk of an imminent recession in its latest six to 12-month outlook on the global econo...

Funds management • 28 September 2018

The Fold Legal has warned that transitioning to the Australian Financial Complaints Authority will involve “much work” for Australian Financial Services Licensees....

Policy & Regulation • 28 September 2018

The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....

Financial planning • 28 September 2018

Westpac/BT has exited its incubator, Ascalon Capital Managers....

Funds management • 28 September 2018

Financial services licensees rather than individual planners are facing the most change likely to result from the preliminary findings of the Royal Commission into Miscon...

Policy & Regulation • 28 September 2018

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...

Financial planning • 28 September 2018

The Australian Securities and Investments Commission has confirmed financial advisers will have to have signed up to a code of conduct by 15 November, next year....

Financial planning • 28 September 2018

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has highlighted a toxic sales culture and a failure to regulate wrongd...

Financial planning • 28 September 2018

The Royal Commission interim report has shone a light on the poor culture of licensees, particularly when it comes to charging fees for no service. ...

Policy & Regulation • 28 September 2018

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has slammed the industry regulators for failing to sufficiently punish...

Policy & Regulation • 28 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...

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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. ...

1 week 6 days ago