CONSOLIDATION

Financial planning

With the Australian advice market being a target for US private equity firms, a US advice commentator has shared lessons from his overseas experience, and why PE may be l...

Financial planning

Having already completed three major sales, Iress has announced its latest divestment following a strategic review conducted during its transformation program....

Funds management

Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider lo...

Policy & Regulation

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

Financial planning

There will be a problem in the next five years as falling adviser numbers coincide with more households seeking advice, according to Easton Investments. ...

Superannuation

Almost three-quarters of fund professionals expect to see consolidation of the superannuation industry this year in a bid to reduce costs, according to Calastone....

Policy & Regulation

Major consultancy EY has predicted both challenges and opportunities in the financial services industry in 2019 with all sectors facing greater regulatory scrutiny and fu...

Superannuation

Australia could be left with as few as 25 or 30 major superannuation funds in the next decade as changes roll through the industry, not least those resulting from the Roy...

Superannuation

Industry super funds are working together to make consolidating multiple accounts easier for members, announcing a new initiative that should save eligible members an ave...

Superannuation

QMV principal consultant, legal and risk, Jonathan Steffanoni has called fund consolidation, regulatory scrutiny and data trends as the biggest industry issues for supera...

Superannuation

Auto-consolidation of multiple superannuation accounts can have significant unintended consequences including denying fund members access to crucial insurance cover, acc...

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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 month 3 weeks ago

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

2 months 2 weeks 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 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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