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A superannuation fund has been censured and ordered to compensate a member for unduly delaying a rollover to his self-managed superannuation fund....

Superannuation • 24 January 2019

Money Management’s survey of adviser intentions on the new Financial Adviser Standards and Ethics Authority regime has revealed Kaplan rather than the universities as the...

Financial planning • 24 January 2019

Bell Financial Group’s Colin Bell has appointed the group’s managing director, Alastair Provan, as its acting chairman....

Financial planning • 24 January 2019

A Hobart financial planner who was not sufficiently trained, despite holding a Diploma of Financial Planning from Kaplan, or competent to provide financial services has b...

Financial planning • 24 January 2019

Wealth management advisory firm, AD Capital Group has announced plans to list this year on the Australian Securities Exchange....

Financial planning • 24 January 2019

AUB Group has announced the appointment of Mike Emmett as its new chief executive and managing director, effective 11 March....

People & Products • 25 January 2019

Columbia Threadneedle Investments has appointed Jon Allen as head of Asia Pacific. ...

People & Products • 25 January 2019

Morningstar Australasia has added three new strategies to its six-monthly Prospects Report which aims to highlight promising investment strategies....

Funds management • 25 January 2019

Australian investors remain unaware that total dividends rose close to eight per cent, in dollar terms, from 2017, Plato Investment Management warns....

Funds management • 25 January 2019

AMP Capital has announced it has created team to facilitate infrastructure equity co-investments for institutions....

People & Products • 25 January 2019

AMP Limited has braced the market for a profit of as little as $30 million at the same time as confirming the status of a further $200 million in advice remediation....

Financial planning • 25 January 2019

Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...

Financial planning • 25 January 2019

Aura Group has acquired a majority stake in Singapore-based and MAS-licensed hedge fund, Vantage Point AM....

Funds management • 25 January 2019

Investsmart Group has said it will not meet its funds management income guidance due to the current market environment....

Funds management • 25 January 2019

MTAA Super has announced an administration fee reduction of 10 cents a week, saying it will result in a six per cent annual saving for members....

Superannuation • 25 January 2019

RAM Active Investments has expanded its systematic research team with two senior hires. ...

People & Products • 29 January 2019

Both Lonsec and Zenith have awarded GAM alternative risk premia funds with their recommended ratings....

People & Products • 29 January 2019

Perpetual Private has appointed Andrew Parker as senior adviser in its Adelaide office. ...

People & Products • 29 January 2019

IRESS has appointed George Vidinis as its head of institutional broking and online. ...

People & Products • 29 January 2019

Mercer has appointed former KPMG executive, Gaye Morris, as its people and culture leader....

People & Products • 29 January 2019
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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’...

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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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1 month ago

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. ...

3 days 6 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...

1 week 5 days ago