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Praemium adds business strategy to the responsibilities of its chief commercial officer, Mat Walker....

People & Products • 7 September 2021

To reduce the reporting burden, the corporate regulator is allowing licensees to batch upload reports that derive from a single root cause as part of the new breach repor...

Policy & Regulation • 7 September 2021

The firm has promoted Louise Watson, Australia and New Zealand head of distribution, to the role....

People & Products • 7 September 2021

MLC Asset Management has appointed Laura Hotaling as portfolio manager to its private equity team, building on several senior appointments announced earlier this year....

People & Products • 8 September 2021

Investors Mutual has appointed Damon Hambly as chief executive, a newly-created position which the firm said was a “natural progression” for the business....

People & Products • 8 September 2021

Around 12% of the association’s expenditures in FY21 has been on advocacy of financial advice which has been a “huge undertaking” due to overwhelming regulatory reform me...

Financial planning • 8 September 2021

Investors allocating to real estate should consider areas such as electric vehicles and cloud computing for future gains....

Funds management • 8 September 2021

The two banks will be probed by a parliamentary committee on its Royal Commission recommendation implementation progress along with implications of common ownership and c...

Financial planning • 8 September 2021

One of the key benefits of scale for advice businesses is the ability to invest, particularly in technology, according to Easton....

Financial planning • 8 September 2021

AZ NGA has acquired a strategic stake in self-licensed Melbourne-based advisory firm Cranage Financial Group. ...

Financial planning • 8 September 2021

Acquisitions helped Macquarie Asset Management grow its assets under management by 22% but base fees and performance fees were both down during FY21....

Funds management • 8 September 2021

The Federal Court has found that it made false or misleading representations to members to avoid them moving to the MySuper product....

Superannuation • 8 September 2021

Impact investor Melior Investment Management has welcomed calls for executive leadership gender targets as only 6% of ASX300 had female chief executives....

Funds management • 8 September 2021

H.R.L. Morrison and Co has appointed Perry Offutt as its new head of North America, effective mid-October....

People & Products • 9 September 2021

Equity Trustees has been appointed as a responsible entity for Haven Wealth Partners, which launched its first ‘deep green’ Australian fund in response to strong demand f...

Funds management • 9 September 2021

The conversion of the Magellan High Conviction trust into an active exchange traded fund helped the industry grow to $125 billion....

Funds management • 9 September 2021

Disclosing the precise value of privately held assets will compromise super funds from being able to effectively implement investment strategies, according to the Austral...

Superannuation • 9 September 2021

Financials have the third-highest proportion of female chief executives but this number still only sits at 11%....

Funds management • 9 September 2021

Most ongoing fee models do not recognise client complexity, the regulatory and legislative environment, varying business costs, and advisers are not valuing their advice ...

Financial planning • 9 September 2021

CountPlus’ subsidiary and associate firms received over $3 million in JobKeeper in FY21, some 11 times more than the firm’s initial forecasts of around $260,000....

Financial planning • 9 September 2021
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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 1 day 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 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 2 days 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 1 day 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 ...

1 week 6 days ago