FINANCE
Financial planning
This was the end of unlimited, tax-effective superannuation, but investors could use bonds as an alternative, according to Centuria. ...
Financial planning
Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they will not have to refund fees due to non-service, Ignitio...
Funds management
Global dividends fell to $281.7 billion in the third quarter, down four per cent year-on-year, according to the Henderson Global Dividend Index....
Superannuation
SuperConcepts has announced a partnership with DomaCom for SMSF trustees who want to gain access to property investments....
News
IT solutions provider YTML has joined with business effectiveness company, BusinessBlades, and formed a new YTML offering for mid-tier firms....
Life/Risk
Negative publicity engulfing risk and life insurance has had an adverse effect on consumer perception of the products, which has seen a drop in satisfaction levels. ...
Policy & Regulation
The Australian Tax Office (ATO) has issued a warning on contrived trust arrangements that engineer a reduction in trust income in order to gain favourable tax breaks....
News
HSBC has unveiled plans to open an Australian private banking office in order expand its presence in the Asia-Pacific private banking and wealth sector....
Superannuation
Industry and retail median growth super fund returns have performed in line with each other with falls of 0.8 per cent following Trump’s victory, according to Chant West....
Funds management
Investors preferred active managers, but would hunt around if they underperformed over one to three years, according to a survey from MFS and CoreData. ...
Life/Risk
Independent reviews of retail advice and group in life insurance claims at CommInsure did not find inappropriate decline of claims, the Commonwealth Bank said....
Superannuation
Former TAL chief executive, Jim Minto, said insurance via super is the most efficient and effective delivery mechanism....
News
Interest from wealthy US citizens to remain in their homeland has crashed following the election of Republican candidate, Donald Trump, as the President Elect of the US. ...
Financial planning
BTFG’s contributions to Westpac has declined by four per cent to $876 million in cash earnings thanks to weak results in wealth in a challenging environment. ...
Funds management
Henderson Global Investors has celebrated its first anniversary since acquiring Perennial Fixed Interest and Perennial Growth Management in Australia....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...