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Funds management
One of Canada’s largest fund managers has inked a deal to buy 80 per cent of Grant Samuel Funds Management. ...
Financial planning
YTML has launched a new platform to help advisers enter the fintech space....
Life/Risk
The life insurance industry cannot move on from LIF until performance guidelines are set, Bombora believes....
Financial planning
The Victorian Supreme Court has prevented a law firm from proceeding with a proposed class action against IOOF in relation to allegations that it breached its obligations...
Funds management
Financial software provider, Bravura Solutions Limited, has announced an initial public offering of shares in a bid to raise a total of $148 million....
Life/Risk
The life insurance industry is missing out on an opportunity by just having half a dozen providers on APLs without basis, according to a panel....
Financial planning
IOOF has switched its focus to advisers, with a restructured service to focus on clients, rather than a product-based sales approach....
Financial planning
ASIC’s guidance on digital advice providers’ accountability is controversial as traditional advisers may use technology to automate seemingly trivial documentation, accor...
Financial planning
Australian advisers reported feeling most challenged by their professional environment due to regulatory and compliance burden, compared to the rest of the world....
Financial planning
Challenger has announced it would be providing annuity products through AMP’s platforms, and to provider of Australian dollar annuity and life insurance products in Japan...
Superannuation
The outperformance of industry super funds over the bank-owned ones is driven by culture and investment philosophy, according to Industry Super Australia (ISA)....
Financial planning
Advice clients were demanding integrated advice from their advisers, including mortgage broking or accounting services in addition to financial planning advice....
Funds management
AtlasTrend has today announced a capital raising of $2.8 million to expand its online investment platform....
Funds management
Wealth managers would need to overcome some resistance to win the trust of the Asia-Pacific’s HNWIs and better understand their needs, according to Capgemini’s report....
Superannuation
Federal Treasurer, Scott Morrison, has released the third tranche of the super reforms, saying it would be introduced into Parliament before the end of the year....
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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...