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FINANCE
Life/Risk
The underinsurance gap in Australia can be helped through technology innovation, enhanced member engagement, and creative thinking by super funds, Rice Warner believes....
Superannuation
The GFC, divorce, fraud, and foreign super funds should be considered by the Government when consulting on the $500,000 super lifetime cap proposal, DBA Lawyers believes....
Financial planning
Advisers must broaden their client base to avoid being pigeon-holed as a retirement specialist, according to Count Financial....
Funds management
Australia’s ETP industry reached an all-time high in August, with smart beta and active ETPs attracting the lion’s share, according to VanEck....
Policy & Regulation
The ATO will not automatically impose penalties on businesses and individuals for incorrect tax returns....
Financial planning
ASIC’s digital advice regulatory guidance has demonstrated that financial advice law is not technology-neutral, especially where laws were created with older platforms in...
Policy & Regulation
CommSec paid a penalty of $700,000 to comply with two infringement notices and voluntarily refunded $1.1 million in brokerage to over 25,000 clients....
Superannuation
Industry super fund, Energy Super, has announced the appointment of a Clearview financial adviser for the Townsville region....
Funds management
Atrium Investment Management has chosen the Colonial First State wrap platform to launch a new SMA solution....
Superannuation
IQ Group has created the new role of managing principal to strengthen consulting and managed services capabilities....
Funds management
Saxo Capital Markets has reduced its intraday margins and trading costs by up to 30 per cent on their CFD index trackers. ...
Accounting
Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...
Funds management
Australian Ethical reported strong financial results for the year ended 30 June, with a 53 per cent growth in NPAT on the back of stronger demand for ethical investing....
Financial planning
Fixed income research platform, BondAdviser, has partnered with independent advisory firm, Baillieu Holst....
Funds management
T.Rowe Price’s Australian Equity fund has been added to BT Financial Group’s High Services List....
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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...