Editor's Choice
Xero chairman Chris Liddell will resign from the firm's board to take up a position as an aide to United States President-elect Donald Trump.
A global private equity firm signed a significant investment mandate with a sizeable Australian institutional investor.
The FPA has expelled a NAB-aligned member after he was found to have cheated on his CFP exam.
Wilson Asset Management chair and activist investor Geoff Wilson is calling for Hunter Hall to provide shareholders the opportunity to exit the company's Global Value LIC at fair value.
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26 OCT 2016
Innovation can sometimes come from the most unexpected places. In this case, it came from one of the country's largest insurers, AIA Australia. A few years ago, the company started carving a different ...
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EMMA RAPAPORT   Participants who complete four new financial planning subjects under a program from Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146.
JAMIE WILLIAMSON   Two fintech firms have partnered to provide financial advisers with a life insurance software solution.
ALEX BURKE   A wholly-owned Legg Mason subsidiary became a signatory of the United Nations Principles for Responsible Investment (PRI).
ALEX BURKE   Lonsec gave the Legg Mason Martin Currie Ethical Income Fund a "highly recommended" rating.
JAMIE WILLIAMSON   An independent review of 141 rejected TPD claims has cleared BT Financial Group of any wrongdoing.
ALEX BURKE   AIA made multiple changes to its flagship income protection product series, Priority Protection.
EMMA RAPAPORT   Self-managed superannuation fund investors were not spooked during last year's share market volatility, with analysis showing they were the largest net investors in the ASX Top 20 during 2016.
ALEX BURKE   NAB is collaborating with an SMSF administration provider to launch a new SMSF set-up service.
MICHELLE BALTAZAR   Are you ready to say 'President Trump' out loud? Like him or loathe him, investors are eager to meet the president behind the publicity hound. Their savings depend on it.
DARREN SNYDER   Renowned economist Saul Eslake says Australia is exposed to several global economic turning points in 2017 and each of the varying outcomes will require significant attention from investment managers.
ALEX BURKE   In preparation for the July 1 deadline, ASIC notified Australian super fund trustees that employer subplans will no longer be exempt from disclosure requirements.
ALEX BURKE   A report commissioned by the Australian Bankers' Association highlights potential conflicts in product sales commissions and product-based payments used for retail banking staff, echoing the concerns that led to the Future of Financial Advice reforms.
JAMIE WILLIAMSON   BT Financial Group confirmed its head of licensee development left the group.
EMMA RAPAPORT   Xero chairman Chris Liddell will resign from the firm's board to take up a position as an aide to United States President-elect Donald Trump.
JAMIE WILLIAMSON   Recent reforms to superannuation and aged pension eligibility may result in higher levels of unemployment.
EMMA RAPAPORT   The Association of Superannuation Funds of Australia (ASFA) has labeled the Grattan Institute as 'out of touch' following its claims that the age pension and rent assistance would provide an adequate retirement for Australians.
ALEX BURKE   A $72 billion consortium of superannuation fund investors made a major investment in Decimal Software.
ALEX BURKE   Saxo Capital Markets launched a new service to allow clients to post multiple listed assets as collateral for margin trades.
ALEX BURKE   As one of the most influential figures in Australian wealth management, Barry Lambert knows a thing or two about calculating interest by hand - not to mention robo-advice, family office administration and even medical cannabis research. He discusses his repertoire with Alex Burke.
ALEX BURKE   The global Family Office Exchange (FOX) has launched a new suite of tools and networking facilities and appointed a new president to oversee them.
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Expert Feed
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Taking the risk out of insurance reform
Dysfunctional arguments Americans have regarding their Affordable Care Act remind us how poorly most people understand insurance. Following ...
John Dyall
Undercooked arguments on fixed interest investment risks
People who follow investment themes of the moment will have heard that the risk of holding long term fixed income securities has increased ...
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Redefining the family office
While the family office model has traditionally been the preserve of the ultra-rich, this may be changing very soon. Last week, Findex ...
Michelle Baltazar
When the disruptors are getting disrupted
2017 is going to be another year for the disruptors, including managed accounts providers - but their challengers, too, are not too ...
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