As financial planners and advisers prepare for FASEA’s requirements, as well as sitting the first exam, more education providers have released details of what they’re off...
While smaller and new entrants to the ratings market are shaking up the status quo, Oksana Patron finds that historic issues such as inexperienced staff and poor sector c...
ANZ has appointed Antonia Watson as acting CEO of ANZ New Zealand, following the departure of David Hisco amid health and accountability concerns....
Changes made to the Australian Financial Complaints Authority following the Hayne Royal Commission are ‘flawed’ according to legal firm Creevey Russell Lawyers. ...
May’s post-election bounce to domestic shares wasn’t enough to counter the impact of uncertain and risk-adverse global markets on super fund returns, as the industry look...
Ausbil chief executive Ross Youngman has indicated the firm could target the UK market as it considers expanding its global footprint and launching funds offshore. ...
Laura Dew writes that the K2 Australian Absolute Return fund has seen mixed results after a decision to move to 70 per cent in cash. ...
Hannah Wootton talks to a young industry leader and soon-to-be financial planning graduate, Azaria Bell, to find out what advisers can gain from going back to university....
Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....
The Australian Securities and Investments Commission has done much post-Royal Commission chest-beating about pursuing litigation but it needs to translate that tough talk...
As the Australian Securities and Investments Commission shifts to a ‘why not litigate’ approach to pursuing breaches of financial services and corporate law, Hannah Woott...
Greater transparency will help address anomalies in the way in which superannuation fund salaried financial advisers are paid from administration and investment fees, acc...
Fiducian Group has announced it has acquired MyState’s retail financial planning business in Tasmania for $3.5 million....
Liquidators should pay heed to a decision from the Federal Court to fix the remuneration of the liquidators of three Adelaide companies at $3.9 million, compared to the $...
Partners Wealth Group has appointed Brett Mennie to the role of general manager – wealth, at which he will be responsible for the development of the company’s wealth divi...
Nikko AM has appointed Damien Casey to the role of business development manager, with the role focusing on the wholesale Queensland, NSW and ACT markets....
Montgomery Investment Management has appointed Michael Gollagher to the role of national account manager, responsible for the Queensland market....
Lonsec has awarded two ‘recommended’ ratings for BetaShares’ global exchange traded funds, ASIA and QLTY, which were launched last year....
AllianceBernstein has launched an Australian equities strategy which aims to generate attractive returns while being carbon-neutral, challenging the belief investors need...
A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...