Daily news for financial services professionals

Feature: Temperature rises as AFA vote looms

30-Sep-2016|By Sarah Kendell

Next week’s extraordinary general meeting of the Association of Financial Advisers (AFA) will see the culmination of one of the financial advice industry’s biggest internal conflicts in recent history. Since the release of forme.. Read More

LIF will drive industry innovation

AFA confirms EGM date

Opinion – Accept LIF and embrace change

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IRESS teams with CFS on managed account tech

30-Sep-2016

Colonial First State (CFS) has confirmed IRESS will be the technology partner for its new managed account solution on its FirstWrap platform, and will implement the IRESS Portfolio System technology onto the wrap pla.. Read More

Conundrum over death benefit discrepancy

30-Sep-2016

A lack of clarity persists over the implementation of a $1.6 million transfer balance cap on superannuation, particularly as the government has failed to explain why standard death benefits taken as income streams (D.. Read More

Volatility drives rise in alternative uptake

30-Sep-2016

An uncertain outlook for traditional asset classes has driven more financial advisers to consider adding alternatives to client portfolios, according to Man Group. A survey conducted at the firm’s national.. Read More

Super funds fail to act on climate pledges

30-Sep-2016

New research has concluded that Australians are being “hoodwinked” by their superannuation funds, which have failed to live up to public pledges on climate change, says Market Forces. The environmen.. Read More

$300m spur to NAB IT upgrades, learning paths

30-Sep-2016

Improving consumer- and adviser-facing technology, boosting adviser education and leveraging data to develop a more tailored consumer experience are some key ways National Australia Bank (NAB) is to use a $300 millio.. Read More