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Financial planning
Australian Wholesale Funds Marketing is planning to apply for a retail licence to enable it to offer two overseas funds to advisers and platforms....
Financial planning
Consumers would receive a rebate to help pay for financial advice on superannuation under a proposal that has been put to the Federal Government by a key banking lobby gr...
Financial planning
A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...
Financial planning
A troupe of public sector and industry superannuation funds have demanded Australia’s biggest companies more clearly disclose how they make sure their directors do not fu...
Funds management
Property yields will remain high in future as the funds available for investment in real estate continue to grow, despite an overall decline in net contributions to super...
Financial planning
Superannuation funds should be permitted to provide members with estimated projections of the future value of retirement savings in line with overseas practices, accordin...
Financial planning
Sealcorp has restructured its separately managed account (SMA) funds, moving from investing in various underlying managed funds to a multi-manager structure using mandate...
Financial planning
Unlicensed providers may soon be allowed to offer generic online financial calculators if proposals outlined in a consultation paper released yesterday by the Australian ...
Financial planning
Perpetual Trustees is the next financial services company off the reporting season blocks to herald good news for investors, with strong growth in funds under management ...
Financial planning
There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...
Financial planning
Russell Investment Group has made a significant strategic shift to its Australian business, launching a series of multi-manager funds which are targeted exclusively at re...
People & Products
Russell Investment Group has lost the head of its investment consulting operation in Australian, David Hartley, who will move to private sector superannuation fund Sunsup...
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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...