Adrian Frinsdorf explains how wealth advisers can tailor a portfolio for ultra high net worth investors and how their needs differ. ...

Oksana Patron finds out how advisers can incorporate alternative investment strategies into their clients’ portfolio, what they need to understand about alternative inves...

Life insurers are under the spotlight of APRA over their handling and the sustainability of disability income insurance claims, writes Integrity Resolution’s Col Fullagar...

Mike Taylor writes that few, if any, of the major players are arguing that the Australian Prudential Regulation Authority got it wrong with its major intervention with re...

Mike Taylor writes that the transition of Count Financial advice practices to a user-pays model has starkly revealed the degree to which the end to grandfathering has als...

The strident voices of a number of Government backbenchers should prompt some serious questioning around the real objective of the Government’s Retirement Income Review. ...

S&P and the Australian Securities Exchange have jointly created an All Technology index which will launch on 24 February and have a total market capitalisation of more th...

Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business....

The Government is committed to removing restrictions regarding superannuation fund choice but will not prevent a default fund being specified in an award....

The Tax Practitioners Board latest consultation paper could result in greater training requirements for advisers. ...

A Queensland academic has raised serious doubts about the legal underpinnings of the Financial Adviser Standards and Ethics Authority code of ethics and, by implication, ...

George Nowak has pleaded guilty after investigations found he had misappropriated $1.2 million in self-managed superannuation fund monies. ...

The government expects at least $160 million of superannuation to be paid during the six-month amnesty period....

The Australian bushfires could prompt an increased awareness of sustainability funds, according to Mirova fund manager Jens Peers, as Australia lags behind Europe in upta...

2019 was a strong year for equities, but according to a T. Rowe Price portfolio manager that momentum won’t always last, so fundamentals and stock selection will be impor...

Limited advice documents can help create engagement from clients and better understanding for advisers rather than producing a full statement of advice after every sessio...

The unpaid superannuation amnesty bill will help recover around $200 million which is less than 5% of the annual unpaid super bill, according to Industry Super Australia....

After more than 30 years, Money Management’s Fund Manager of the Year awards are evolving to deliver a whole-of-market approach via the involvement of multiple research h...

The Australian Prudential Regulation Authority has foreshadowed the development of a climate risk practice guide for the financial services institutions it regulates....

The Information Memorandum around OneVue’s sale of Madison has been issued with the company making clear its desire to maintain Madison’s FUA on the OneVue platform....