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Financial planning

Two financial advisers have been banned for life following separate investigations by the Australian Securities and Investments Commission....

Financial planning

SimpleWRAP has launched a full service administration wrap with a flat fee pricing model, which the company claims is a first in Australia for both superannuation funds a...

Funds management

Residential property may have appeared a stellar performer, but Australian equities have outperformed on an after-tax basis, according to Russell/ASX research....

Financial planning

AMP has launched a financial planning-focused 'university challenge' aimed at giving university students greater access to the financial planning profession....

Superannuation

New Roy Morgan research has confirmed Australians are ill-prepared for retirement - but those who have obtained advice are better placed than most....

Financial planning

Investor manager sentiment grew more defensive in the second quarter of 2011 after a positive first quarter, according to Russell Investment's Investment Manager Outlook....

People & Products

Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...

Financial planning

Government spending on aged care is projected to increase from 0.8 per cent to 1.8 per cent of gross domestic product over the next 40 years, since the number of people o...

People & Products

Former head of Colonial First State (CFS) Investments and Challenger Financial Services Group, Chris Cuffe, has become chair of UniSuper after more than four years as an ...

Superannuation

Superannuation returns are headed for the high single digits, due to market worries in May and June....

Financial planning

Synchron is encouraging its advisers to lobby politicians against the FOFA reforms, which it says pander to the 'socialist' union super fund movement....

Superannuation

The May 2011 Federal Budget contained a number of proposed superannuation changes. However, they are unlikely to cause any significant change in the way clients will go a...

Superannuation

Former Mercer senior manager, Angie Mastrippolito, has been recruited by Professional Financial Services (PFS) as its principal....

Financial planning

Former director of Australian Lending & Finance Corporation (ALFC) Moshe Mordechai has been permanently banned from providing credit and financial services after an Austr...

Financial planning

New Roy Morgan Research reveals the degree to which industry funds have gained an edge in the minds of members....

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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 week 6 days ago

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

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 6 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
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