Insurers worldwide are looking to invest more in information technology to respond to changing demographics and customers, a survey reveals....
Margin lending investors saw gearing opportunities in recent share market falls and were evolving in how they used margin lending. ...
In an indication of its growing influence, the CFA Institute has announced a regional Advocacy Council for Australia and New Zealand. ...
ASIC suspends the AFSL of Forex TG after it voluntarily requested for it to ensure it is complying with regulatory obligations following a restructure. ...
TAL has launched Health Sense: Fit for Life, which will provide discounts to clients who make sensible health decisions....
Synchron and AIA have come together to create a fixed term level product to meet the changing needs of advisers and clients....
An accounting firm and a financial planning firm have joined GPS Wealth ahead of the scrapping of the accountants’ exemption on 1 July....
Accountants need to cross-sell across their multiple service offerings while persuading clients to cross-buy across different services....
Super funds continue to grapple with capturing big data from members in a sophisticated way that will allow them to leverage that data to improve member engagement. ...
The national association for private equity has defended the role of private equity in companies after the Government announced an inquiry into collapsed listed retailers...
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...