ADVISERS

Financial planning

While Bennelong Funds Management has typically been favoured by institutional investors, the boutique has flagged increasing interest from the retail sector for its Benne...

Financial planning

Multiport has launched a managed account service in partnership with boutique fund manager EIM Capital Managers....

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Financial planning

Guardian has announced a new growth strategy, in which it will be targeting the acquisition of independent financial advisers (IFAs) and releasing an online business heal...

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Financial planning

BT Wrap has attempted to address the contentious issue of excess contributions caps through the development of a contributions tracking system....

Financial planning

Life risk advisers are becoming increasingly technologically savvy and are willing to purchase new technology for client service purposes, according to a national survey ...

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Financial planning

Morningstar has added to its fund research team with the appointment of an associate analyst and the promotion of three team members....

Financial planning

As breaches of superannuation contributions caps hit an all-time high, advisers must be more vigilant in shifting the liability from themselves onto their clients in orde...

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Financial planning

The marketing material for the Zurich Investments Equity Income Fund will be translated into Mandarin to cater for foreign investors....

People & Products

Asteron has appointed ING's Khanh-vy Ho to the role of Victorian sales manager. She will be tasked with increasing the insurer's profile in Victoria's independent financi...

Financial planning

Matrix Planning Solutions has added another practice to its base, with a goal to add a further 10 practices and grow to approximately 120 advisers....

Financial planning

After what has been a difficult year for fund managers, research houses and advisers have started to shift focus from short to long-term performance, according to Hyperio...

Editorial

Stewart Bell looks at the proposed Future of Financial Advice reforms and the changes they have already brought to the industry....

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Funds management

The challenge for investors and advisers when it comes to investing in emerging markets is harnessing the benefits of anticipated sustained economic growth of developing ...

Financial planning

OnePath has launched a new online application tracking system for OneCare life insurance, which will allow advisers to view information about the status of all applicatio...

Superannuation

The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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