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Fewer financial planners consider client-related challenges to be significant when it comes to growing insurance advice, according to a report....

Life/Risk • 20 November 2019

The board of IOOF Limited has declared former managing director, Chris Kelaher’s deferred shares forfeit despite the company’s defeat of the Australian Prudential Regulat...

Policy & Regulation • 20 November 2019

Money ranks well above sex, politics and religion as being uncomfortable to discuss, according to a survey from deVere Group....

Financial planning • 21 November 2019

Parliamentary committee questioning has seen the Australian Securities and Investments Commission detailing the extent of its interactions with consumer group, Choice....

Policy & Regulation • 21 November 2019

Fitch Ratings has said that the AUSTRAC proceedings brought against Westpac were credit negative, but will not have an immediate impact on its ratings....

Financial planning • 21 November 2019

China and India funds were the strongest performers in the ACS Equity – Asia Pacific Single Country sector....

Funds management • 21 November 2019

The chair of the Australian Securities and Investments Commission, James Shipton has declared the regulator treats industry and retail funds equally....

Policy & Regulation • 21 November 2019

It will be up to the Government to determine whether superannuation funds will be able to use member cross-subsidies to fund intra-fund advice, according to the Australia...

Financial planning • 21 November 2019

The Financial Adviser Standards and Ethics Authority has been accused of exceeding its legislative remit with a resulting detriment to financial advisers....

Financial planning • 21 November 2019

Perth-based financial adviser, Lawrence O’Neill, has been banned from providing financial services for four years as he failed to comply with financial services laws....

Financial planning • 21 November 2019

Confidence in the investment team and fee structure changes has led Zenith to lift Premium China Funds Management’s Premium Asia fund rating....

Funds management • 22 November 2019

The fund would invest in office, industrial, retail and residential property in Tokyo, Osaka, Nagoya, and Fukuoka....

Funds management • 22 November 2019

The US, which represented the second largest ownership in the ASX 200, have seen index funds increase its ASX ownership to 21% from 2014, according to the study by Orient...

Funds management • 22 November 2019

Investors this year would have done well to invest in gold as it was a reliable hedge against periods of market uncertainty with the commodities and energy sector average...

Funds management • 22 November 2019

Funds from the up for sale Russell Investments that have returned the highest have struggled to beat sector average returns over various time periods....

Funds management • 22 November 2019

Six of the top 10 performing global equity environmental, social, and governance focused funds had fees below 0.9%, according to FE Analytics....

Funds management • 22 November 2019

Barbara Ward, a Caltex and Qantas director, has been appointed as an independent non-executive director....

People & Products • 22 November 2019

Paul Voges, formerly of Colonial First State, has been appointed as key account manager for Investors Mutual Limited....

People & Products • 22 November 2019

The UK Labour party manifesto might bring far-reaching economic chaos for Brexit-battered Britain, according to deVere Group....

Funds management • 22 November 2019

Returns have been significantly better than expected at the start of the year and October returns benefited from positive global share markets, according to Chant West. ...

Superannuation • 22 November 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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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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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...

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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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