CONSOLIDATION

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...

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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. ...

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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....

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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...

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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...

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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...

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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...

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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

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

8 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

9 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

9 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago