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Financial planning
The chairman of ASIC, Greg Medcraft, has signalled his desire for the regulator to adopt a more proactive stance, effectively eschewing the approach of one of his predece...
People & Products
Equity Trustees (EQT) has continued to build out its business development team with the appointment of Alex Keen as key account manager for NSW....
Funds management
Trilogy Funds Management will take over as responsible entity for one of LM Investment Management's feeder funds in its bid to be the replacement RE for LM's core and oth...
Financial planning
ASIC Chairman Greg Medcraft has announced an internal taskforce which will look at the failure of Banksia....
Financial planning
The Government's legislative arrangements on default funds appear to not entirely reflect the preferred position of Productivity Commission....
Financial planning
The takeover of ClearView Wealth by CCP BidCo has resulted in further changes to the ClearView board, with three more resignations and six new appointments....
Financial planning
Countplus has acquired a 25 per cent stake in South Australian professional services firm Hood Sweeney....
Superannuation
SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....
Funds management
LM Investment Management has described as hostile and opportunistic the attempt by Trilogy Funds Management to take over as the responsible entity (RE) for two mortgage f...
Superannuation
Former Cooper Review chairman Jeremy Cooper files his own submission with the Productivity Commission arguing the benefits of independent super trustee directors....
Financial planning
The Federal Opposition has questioned ASIC over its failed move against Fortescue Metals....
Funds management
Some of Australia's largest institutions have been labelled "hypocritical" by the AODP after rejecting the proposed disclosure framework on climate change risk management...
Financial planning
BNY Mellon has announced that the high yield bond team of Standish Mellon Asset Management Company is to become part of Alcentra NY from January, next year....
Funds management
Rival fund manager Denison Funds Management has claimed a unitholder meeting to discuss improving the liquidity in the 360 Capital Industrial Fund by listing it on the Au...
Financial planning
ASIC's settlement with the CBA sees the BOQ and Macquarie Bank left to face Storm Financial litigation....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...