| | THURSDAY, 22 JUN 2017 12:41PMChallenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement.|
|The Apple Isle is calling for those wanting to make the most of their retirement, according to the latest insight from Milliman.|
|ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac.|
|A niche group of financial advisers have collectively boosted their ethically screened investments to $1.2 billion over the past year.|
|Any compliance breaches made by NAB Financial Planning around the incorrect witnessing of Beneficiary Nomination forms prior to 31 May 2017 should not be included in the new conduct background check protocol.|
|A wealth management and chartered accountancy firm is about to list on the ASX following an initial public offering of 7.3 million shares at $1 per share.|
|Financial advisers should be mindful of important changes to the Age Pension effective July 1.|
|Robo-advisers in the US will be subject to the same fiduciary obligations as regular human advisers, the US Securities and Exchange Commission has said.|
|The amount of compensation offered to Commonwealth Bank financial planning customers has reached $29 million, according to the seventh and final Promontory report into the Open Advice Review Program.|
|Advisers are allocating more of their annual budgets to fund technology solutions, with about three-quarters of advisers planning to spend and invest more in advice and financial planning technologies over the next 12 months.|
Australian and US sophisticated investors partnered to acquire a suite of large-scale multifamily real estate assets in the US.
Custodians and responsible entities of managed investment schemes with asset holding requirements are falling short of ASIC expectations, showing generally poor levels of understanding and compliance with Regulatory Guide 133.
Global equity index provider MSCI will add China A shares to two of its indices starting June 2018.
The New South Wales Government's infrastructure fund is forecast to hit $14.8 billion by the end of this month, Treasurer Dominic Perrottet announced in yesterday's budget.
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