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JBWere has become a full member of the industry body representing responsible, ethical and impact investors, the Responsible Investment Association Australasia (RIAA)....

Financial planning • 17 October 2018

BT has enhanced its online quote and application software, LifeCENTRAL+, to increase the efficiency of life insurance applications for advisers and their clients. ...

People & Products • 17 October 2018

Following a period of significant change for self-managed superannuation fund policy, trustees and their advisers should remember to review trust deeds, weathdigital has ...

SMSF • 17 October 2018

While indicators are currently pointing to an overweight positioning in emerging markets (EM) equities the macroeconomic environment remains hostile in the short term....

Funds management • 17 October 2018

Modern private banking requires its banks to act as their clients’ personal chief financial officers who will help them solve complex financial problems, according to NAB...

Financial planning • 17 October 2018

Accounting and financial services firms warn next generation industry workers to future-proof their businesses or risk losing clients....

Financial planning • 17 October 2018

Industry Super Australia has accused elements of the retail advice sector of lobbying to water down the rules around personal advice and product distribution....

Financial planning • 17 October 2018

Just months after the Commonwealth Bank declared its intention to exit Count Financial as part of a broader demerger, the planning group appears to be leaking member firm...

Financial planning • 17 October 2018

Vanguard Australia has announced the launch of two new exchange traded funds which will offer investors exposure to international small companies and global listed infras...

Funds management • 17 October 2018

The Royal Commission doesn’t seem to have dampened the industry’s hiring intentions, with the finance, insurance and real estate sector showing its highest employment int...

Financial planning • 17 October 2018

Folkestone has announced that its shareholders have approved the acquisition of the firm by Charter Hall....

Funds management • 17 October 2018

Specialist superannuation ratings house, SuperRatings, has pointed to the recent market sell-off as being likely to dent super returns and giving cause for wariness aroun...

Superannuation • 17 October 2018

Following the launch of its conference app last year, Synchron has launched a new professional development app for advisers. ...

People & Products • 18 October 2018

Tellworth Investments has announced the launch of the LF Tellworth UK Smaller Companies Fund....

Funds management • 18 October 2018

Blue Sky Alternative Investments has announced that its chief financial officer, Matthew Whyte, has resigned....

People & Products • 18 October 2018

Despite returning 2.1 per cent for the September quarter, the first half of October has seen a change of fortunes for super funds....

Superannuation • 18 October 2018

The new ombudsman vows to “proactively work with consumers, small business and the financial services sector to resolve and reduce financial disputes”....

Policy & Regulation • 18 October 2018

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

Financial planning • 18 October 2018

The Australian Securities and Investments Commission has signalled that financial institutions with a poor breach reporting record are likely to find themselves dealing w...

Policy & Regulation • 18 October 2018

Despite the bad press, 38 per cent of small to medium enterprises (SMEs) and 20 per cent of advised consumers say the Royal Commission will make them even more likely to ...

Financial planning • 18 October 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 4 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

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

5 days 22 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 ago