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Peter Worn and Aron Satchell have announced they have expanded Finura Group’s reach into technology consultancy by launching its independent wealth technology advisory ar...

Financial planning • 20 July 2021

The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index. ...

Funds management • 20 July 2021

The internal dispute resolution reporting documents have been released ahead of the pilot test which will launch later this year....

Policy & Regulation • 20 July 2021

The top 20 performing balanced options all returned over 18% to their members over the year, according to SuperRatings....

Superannuation • 20 July 2021

The paper has outlined what should be included in a retirement income strategy plan developed by trustees to assist members in achieving retirement income needs....

Superannuation • 20 July 2021

A video detailing the Liberal Government’s “unfair” treatment of financial advisers has been launched and suggest for clients to tell the government to stop supporting ba...

Financial planning • 20 July 2021

Magellan chair Hamish Douglass has hit out at “arrogant” asset managers who are seeking to control net zero emissions in their portfolios although it could offer a low ca...

Funds management • 20 July 2021

Any wrongdoing by advice providers working outside the licencing regime will see financial planners bear the brunt of their actions, according to an association....

Financial planning • 20 July 2021

Funds under administration on the HUB24 platform grew 141% to $41.4 billion in the last financial year as the firm saw 48% growth in adviser users. ...

Financial planning • 20 July 2021

BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...

Financial planning • 20 July 2021

The compulsory acquisition of the remaining Primewest shares has been completed by Centuria Capital....

Funds management • 20 July 2021

Unlicensed investment trader Dr Roger Munro has pleaded guilty to three counts of fraud for misusing client funds by pretending to invest in the TradeStation Futures Trad...

Policy & Regulation • 20 July 2021

Life and investments chief executive Justin Delaney will now run the general insurance business as the firm aims to have a unified leadership team in the Australian marke...

People & Products • 20 July 2021

As ANZ announces a $1.5 billion on-market buyback, this was a “strong indicator” that bank dividends could continue to rise for the next 12 to 24 months, according to Pla...

Funds management • 20 July 2021

WT Financial Group has announced that Sentry’s chair and substantial shareholder, Michael Harrison, has been appointed as its new non-executive director....

People & Products • 20 July 2021

The corporate regulator has released its protocol around how licensees should be reference checking prospective financial advisers they wish to employ. ...

Financial planning • 20 July 2021

In an age of disruption, writes Hendrik-Jan Boer, various factors can be applied to establish which companies are the transition winners. ...

Tools & guides • 20 July 2021

Western Australia-based Wealth Management Partners has announced settlement of the acquisition of operating assets of Police and Nurses Financial Planning Pty Ltd....

Financial planning • 21 July 2021

Acadian Asset Management has launched a multi-asset absolute return fund for investors seeking defensive alternatives exposure. ...

Funds management • 21 July 2021

Australian investors have “cooled their appetite” for equity funds after six months of record buying, according to the quarterly Calastone Fund Flow Index....

Funds management • 21 July 2021
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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...

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 5 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 3 days ago