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AMP financial advisers seem likely to have to navigate a series of advice practice mergers as the company reshapes its wealth management business for the future....

Financial planning • 20 August 2019

Accurium’s Melanie Dunn explores how payments and withdrawals from superannuation can be carried out in the most compliant way....

Tools & guides • 20 August 2019

The troubled US Masters Residential Property Fund could be restructured by US distressed debt company Oaktree Capital alongside Australian property investor 360 Capital a...

Funds management • 20 August 2019

The corporate watchdog has alleged Keith James Flowers of using his position as director dishonestly and obtaining financial advantage by deception....

Financial planning • 20 August 2019

APRA has finalised updates on the Prudential Standard APS 222 to reduce contagion risk within banking groups....

Policy & Regulation • 21 August 2019

WAM Capital has reported a 96.4 per cent drop in operating profit before tax to $6 million and an 88.4 per cent drop in net profit after tax to $14.5 million....

Funds management • 21 August 2019

Data from the FPA shows an overwhelming majority of Gen Y and Gen Z would be interested in spending more time with a financial planner....

Financial planning • 21 August 2019

IOOF believes it has successfully completed all items required of it by the Australian Prudential Regulatory Authority following the Royal Commission....

Financial planning • 21 August 2019

The new index-based fund from Kogan and Mercer will provide members five investment options based on their risk tolerance....

People & Products • 21 August 2019

A major seniors group has notified a parliamentary committee of instances of employers gaming the $450 superannuation guarantee threshold to avoid their obligations....

Policy & Regulation • 21 August 2019

Questions have been asked about how and to what degree advisers will be affected when the Australian Securities and Investments Commission chooses to exercise its product...

Financial planning • 21 August 2019

Financial services entities providing grandfathered remuneration to licensees and advisers will be scrutinised by the Australian Securities and Investments as they move t...

Financial planning • 21 August 2019

The $150 million Sunsuper mandate has been awarded to Affirmative Investment Management and aims to generate positive environmental and social impact projects....

Funds management • 21 August 2019

Sage Capital, a new boutique equities firm from Sean Fenton will be launched via a partnership with Channel Capital....

People & Products • 21 August 2019

Max David Goldenberg has been banned for eight years after illegally allowing clients to access their super to buy a home....

Policy & Regulation • 21 August 2019

A total of 53 current bachelor or higher degrees, 66 historical courses and 30 bridging courses are now part of FASEA’s accreditation....

Policy & Regulation • 21 August 2019

Hejaz’s Global Ethical Fund has released its FY18-19 results with annual performance of 6.8 per cent, indicating positive returns need not be compromised with a Sharia-co...

Funds management • 22 August 2019

EQT Holdings Limited, the holding company for Equity Trustees has announced $22.2 million in profit for the financial year....

Funds management • 22 August 2019

Easton Investments has announced 54 per cent growth in its statutory profit and 17 per cent growth in underlying profit due to an uplift in the number of advisers....

Financial planning • 22 August 2019

Litigation funding firm, IMF Bentham has recorded a portfolio value increase of 68 per cent as Royal Commission boosts legal service demand....

Funds management • 22 August 2019
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MARKET INSIGHTS

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

1 week 5 days ago

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

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

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 ...

2 weeks 4 days ago