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Current head of product strategy, Balaji Gopal, will lead the personal investor business and join the Australian executive team....

People & Products • 19 June 2020

West Australia appear set to get a significant financial services player with the merger of Euroz and Hartleys....

Financial planning • 19 June 2020

iShares Fixed Income ETFs help you achieve income goals, diversify your portfolio and preserve your capital....

Knowledge Centre • 19 June 2020

Finding alternatives to the funding of research at Australian universities could prevent it from collapse, according to Atlas Advisers Australia....

Policy & Regulation • 22 June 2020

Searching for regular income sources in today’s low rate environment will require flexibility and creativity from investors, according to Legg Mason....

Funds management • 22 June 2020

Nearly 80% of current and prospective retirees failed to get any financial advice during the recent market crash, and one-in-five believe advice is only “for the rich” ac...

Financial planning • 22 June 2020

Industry Super Australia has backed the Australian Taxation Office’s promised crack-down on the misuse of early release superannuation, particularly with respect to tax m...

Policy & Regulation • 22 June 2020

A major dealer group chair has pointed to advisers rather than licensees becoming responsible for professional indemnity cover....

Financial planning • 22 June 2020

Challenger is looking to strengthen its capital position by backing investment grade fixed income opportunities to help withstand further market volatility....

Funds management • 22 June 2020

National Australia Bank group chief executive Ross McEwan has confirmed the banking sector will be a less attractive sector for dividends in the aftermath of the COVID-19...

Financial planning • 23 June 2020

The global investment manager has appointed Chris Clayton as head of distribution and Aman Kashyap as investment specialist. ...

People & Products • 23 June 2020

Despite the negative short-term implications from COVID-19 for the Australian real estate investment trust sector, they are currently far better positioned to recover tha...

Funds management • 23 June 2020

A diversified portfolio of Australian real estate investment trusts and listed infrastructure may pay off patient investors by providing them with an exposure to the coun...

Funds management • 23 June 2020

According to Fitch Ratings, US$62 billion of global mutual funds have suspended redemptions due to COVID-19 driven market stress. ...

Funds management • 23 June 2020

The lack of liquidity in both domestic and fixed income markets through the COVID-19 crisis was the biggest challenge for fund managers, according to Zenith. ...

Funds management • 23 June 2020

Cor Cordis has been appointed as the firm’s administrators after concerns surrounding the solvency of the company and a risk of a fire sale of assets. ...

Funds management • 23 June 2020

The median ‘operating expense’ for a self-managed super fund is $3,923, according to the Australian Taxation Office, far lower than the $13,900 quoted in a recent SMSF fa...

Superannuation • 23 June 2020

Lifting the superannuation guarantee to 12% is a necessary prerequisite to helping people rebuild their account balances in the wake of early release drawdowns, according...

Superannuation • 23 June 2020

New data analysed by KPMG has confirmed insurers have paid out double the number of disability claims for policies sold through financial advisers....

Life/Risk • 23 June 2020

One of the key superannuation offerings of Colonial First State Investment Limited is in the cross-hairs of the Australian Securities and Investments Commission over alle...

Policy & Regulation • 23 June 2020
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 day 16 hours ago

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

3 weeks 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...

1 month ago

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

4 weeks ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

4 days 10 hours ago

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...

1 week 6 days ago