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Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....

Financial planning • 30 October 2018

Total assets under management of Australian fund managers grew to $1.3 trillion in 2017, representing a rise of 18.5 per cent....

Funds management • 30 October 2018

The negative effects of the bear market are expected to be significantly worse if Labor wins office, according to Wilson Asset Management....

Funds management • 30 October 2018

Labor’s proposed franking credits reforms are “flawed, inequitable and fail to meet the policy intent of improving the integrity of dividend imputation for all tax payers...

Policy & Regulation • 30 October 2018

The Australian Lawyers Alliance wants the Royal Commission to inject more transparency into insurance within superannuation to create awareness of sub-standard policy ter...

Life/Risk • 30 October 2018

A financial services academic has attacked the use by consultants of ‘two-week planners’ to undertake remediation work....

Financial planning • 30 October 2018

As equity markets charge into the ninth year of a global bull run, we examine the importance of diversification during times of market stress....

Knowledge Centre • 30 October 2018

Industry funds have used a Productivity Commission report on investment returns to call for regulatory action against underperforming retail superannuation funds....

Superannuation • 30 October 2018

This Money Management Retirement Incomes Guide reflects the reality that the Australian retirement incomes regime represents a work in progress...

Guides • 30 October 2018

AMP Capital has announced the formation of a new Public Markets business, which will encompass its listed equities, fixed income and multi-asset group capabilities....

Funds management • 30 October 2018

AMP Limited has confirmed applying compliance criteria to buyer of last resort arrangements for planners looking to exit the company and the industry....

Financial planning • 30 October 2018

The Financial Services Council has announced the appointment of Bryce Doherty and Ben Walsh to its board....

People & Products • 30 October 2018

Decimal shareholders will meet in early December to sign off on sale of the firm to Sargon Capital....

Financial planning • 31 October 2018

Australia’s newest asset manager, Federation, has unveiled its senior investment team and launched its strategy....

Funds management • 31 October 2018

The Financial Services Council has announced that it will place a moratorium on genetic tests for life insurance from July 2019....

Life/Risk • 31 October 2018

Advisers and their clients have been put on notice to maintain a tighter focus on share trades with the Australian Taxation Office now capable of matching share trades ag...

Policy & Regulation • 31 October 2018

ANZ’s full-year cash profit has taken a hit as it seeks to move beyond wealth remediation and costs associated with the Royal Commission....

Policy & Regulation • 31 October 2018

Despite suggestions it had shelved its push for majority independent directors on superannuation fund boards, the Government has made clear the issue remains very much al...

Superannuation • 31 October 2018

Advisers are snubbing their service providers in pursuit of a self-licensed or boutique model, data from Investment Trends shows. ...

Financial planning • 31 October 2018

The Commonwealth Bank has sold Colonial First State Global Asset Management to Japan’s Mitsubishi UFJ Trust and Banking Corporation....

Funds management • 31 October 2018
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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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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 17 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