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New comprehensive advice solution, CCUBE Integrated Wealth, has launched as an alternative to adviser-favourite, XPLAN. ...

Financial planning • 21 February 2019

The Australian exchange traded fund industry has marked a strong start to 2019 after the turmoil at the end of the last year, according to BetaShares’ ETF Review....

Funds management • 21 February 2019

The Commonwealth Bank has continued to defy negative headlines and the Royal Commission by being named Major Bank of the Year by Roy Morgan....

Policy & Regulation • 21 February 2019

Adelaide accounting and wealth advisory firm, Perks has announced the acquisition of life risk specialists, Simmons Moore....

Life/Risk • 21 February 2019

While regulators copped the brunt of advisers’ angst last year, it’s technology that’s driven change in the industry, and it will be what dictates the value of financial ...

Financial planning • 21 February 2019

The latest data from SuperRatings has revealed a January reversal of the negative superannuation fund returns reported in the closing months of 2018....

Superannuation • 21 February 2019

The Government has empowered the Australian Financial Complaints Authority to deal with complaints dating back to 1 January, 2008....

Policy & Regulation • 21 February 2019

The Australian Securities and Investments Commission has revealed a 50 per cent increase in enforcement investigations of misconduct on the part of the major financial in...

Policy & Regulation • 21 February 2019

The Productivity Commission’s controversial ‘best in show’ default super fund list could prove hard to break into, as economies of scale see the 10 funds to feature exten...

Superannuation • 21 February 2019

IRESS has reported strong positive results for the year to 31 December 2018, and expects profits to continue on their growth trajectory in 2019....

Financial planning • 21 February 2019

It’s hard to see how many of the Australian Labor Party’s (ALP’s) proposed superannuation reforms will improve superannuation for Australians, the SMSF Association Nation...

Superannuation • 21 February 2019

Perpetual, which has posted weaker results for 1H19, has announced its readiness to expand its focus beyond value investing and adopt a boutique-like management style....

Financial planning • 21 February 2019

The Association of Financial Advisers has warned the ALP that the big end of town will be the owner winners resulting from a 2019 end to grandfathering....

Financial planning • 21 February 2019

Following the FASEA Code of Ethics could prevent misconduct of the type uncovered by the Banking Royal Commission even though they aren’t subject to legal penalties, acco...

Financial planning • 21 February 2019

Those looking to restructure portfolios to maximise investment returns in the absence of franking credits should cast an eye offshore, according to a panel of investment ...

Financial planning • 21 February 2019

Global economic growth is decelerating, with the Europe and China falling first while the US and Japan stay resilient, according to Natixis Investment Management. ...

Funds management • 22 February 2019

Plato Investment Management, Pinnacle Investment Management and the University of Queensland have come together to provide scholarships and internships for aspiring women...

Funds management • 22 February 2019

Boutique fund manager, Prime Value Asset Management, is targeting more instos via several alternative assets funds, and has welcomed two new hires. ...

People & Products • 22 February 2019

Platinum Asset Management has recorded close to a 30 per cent decline in revenue for the six months to 31 December, 2018, compared to the corresponding period a year ago....

Financial planning • 22 February 2019

The Australian Taxation Office last year focused its self-managed superannuation fund compliance investigations on non-lodgements, advice on illegal early release of fund...

SMSF • 22 February 2019
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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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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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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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WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

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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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