Macquarie Wrap is the fourth platform to add a fledgling fund from AllianceBernstein to its platform line-up. ...
Former Equity Trustees CIO George Boubouras heads to boutique investment manager Contango....
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
Founder of ETF Portfolio Solutions Tim Bradbury has announced he is moving to MSCI as its vice president of ETF client coverage in Australia....
ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...
Fund manager, Copia Investment Partners, continues to build out its distribution team....
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...
Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...
While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...
FOS implements its ‘significant event response plan’ as it prepares for significant numbers of related disputes from scandals linked to the planning arms of CBA and Macqu...
AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....
APRA uses draft guidance to tell the banks, AMP Limited, Macquarie, Suncorp and Challenger that operational separation is not an option for avoiding losses....
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
Support from the Palmer United Party has ensured a move by the Australian Labor Party to disallow the Government’s Future of Financial Advice regulations failed in the Se...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...