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Superannuation funds have been placed on notice about the dangers of their telephone consultants drifting into their area of specific personal advice, with a fund ordered...

Financial planning • 18 January 2019

While the Productivity Commission modified its earlier findings to better reflect true SMSF returns in its final report, Class has warned that aspects of its calculations...

SMSF • 18 January 2019

The minister under whose watch much of the current workload of the financial services industry was generated, Kelly O’Dwyer, has announced her exit from politics at the n...

Policy & Regulation • 21 January 2019

With energy stocks a fund manager-favourite this year, Money Management used FE Analytics to find the top five energy and commodity funds for 2018. ...

Funds management • 21 January 2019

The Productivity Commission report has missed an opportunity to show how the industry’s pre-tax investment focus might penalise members who retire on after-tax returns....

Superannuation • 21 January 2019

Many of the problems identified by the Royal Commission stemmed from a revenue at all costs approach which sublimated the needs of the client, according to an assessment ...

Financial planning • 21 January 2019

BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...

People & Products • 21 January 2019

New research from Roy Morgan confirms any Top 10 superannuation fund list would be dominated by industry funds while AMP emerges with the lowest level of satisfaction amo...

Superannuation • 21 January 2019

The Australian Securities and Investments Commission has imposed additional conditions on the Australian financial services licence of HNW Planning....

Policy & Regulation • 21 January 2019

MetLife has announced Statewide Super chief executive officer, Richard Nunn would become their new Australian chief executive officer. ...

People & Products • 21 January 2019

Australian Foundation Investment Company has reported a 62.5 per cent growth in net profit to $250.3 million from the previous corresponding period....

Funds management • 21 January 2019

Watermark Funds Management has announced it will return to focusing exclusively on the Australian share market and withdraw from global equities....

Funds management • 21 January 2019

Australians suffering from financial stress have had a significant impact on the economy, with businesses suffering an estimated $31.1 billion loss in revenue, according ...

Financial planning • 21 January 2019

The Australian Securities and Investments Commission will continue its investigation into the principal of CFS Private Wealth, Graeme Walter Miller, despite a successful ...

Policy & Regulation • 21 January 2019

Investment company, AMCIL, has appointed Michael Hirst as non-executive director of the company. ...

People & Products • 22 January 2019

The Australian Prudential Regulation Authority has granted Volt Bank an Authorised Deposit-Taking Institution licence. ...

People & Products • 22 January 2019

Australian life insurer, NEOS Life, has announced the expansion of their team with three Western Australia-based appointments. ...

People & Products • 22 January 2019

VicSuper has updated its digital guidance and advice tool, Beeline, with a refreshed user interface and coach avatar....

People & Products • 22 January 2019

Super fund members suffered sharp declines in December 2018, and they can expect further losses over the coming months according to SuperRatings. ...

Superannuation • 22 January 2019

SuperConcepts has revealed a study which indicates the top 10 exotic self-managed super fund assets and why trustees typically make investments in those assets....

Superannuation • 22 January 2019
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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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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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. ...

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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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