With Baby Boomers closing in on retirement, the financial advice industry needs to shift its focus from accumulation to draw down, according to Lonsec Research....

International regulators need to collaborate to minimise inconsistencies in risk mitigation requirements for cross-border non-centrally cleared OTC derivatives, according...

Planners should lift their knowledge about compliance and risk management issues as this area is often overlooked by research houses and is not actively overseen by regul...

Macquarie University Applied Finance Centre has appointed Peter Vann to develop a funds and wealth management stream....

Private clients of Melbourne-based boutique advisory firm, Giles Wade, will gain access to a wider range of offshore investment options through a partnership with Bonhote...

APRA will wait and see what finally emerges from the unions Royal Commission before acting with respect to allegations confronting Cbus....

The FSI final report’s recommendation that superannuation fund trustees be required to provide longevity protection represents a “retirement revolution”, according to Cha...

Magellan Financial Group has announced it has appointed Dr Brett Cairns as executive chairman, effective 1 January 2015....

Retirees are trapped between low yielding cash and bonds and higher yielding equity markets that on average suffer 30 per cent drops with the funds management industry st...

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 ...

TAL completes rationalisation of super funds with appointment of three independnet trustees....

Recent regulatory change has seen the role of custodians evolve into the risk management space, as superannuation clients struggle to keep up with their increased reporti...

Two boutique non-aligned planning firms have joined Countplus subsidiary Total Financial Solutions (TFS) claiming they were attracted by its ‘independent’ culture and und...

Australian Unity chief executive claims some planners are under-estimating the time and costs tied up in self-licensing....