Latest News

J.P. Morgan acquires digital wealth manager

ELIZABETH MCARTHUR
J.P. Morgan Chase has acquired a digital wealth manager in a move to further its launch of Chase as a digital bank in the UK later this year.

AAT dismisses adviser ban appeal

KARREN VERGARA
A former RI Advice Group financial adviser's appeal to overturn his permanent banning order has been dismissed by the appeals tribunal.

IOOF completes phase one of platform consolidation

KARREN VERGARA
IOOF Holdings has completed the first phase of consolidating its legacy platforms and products onto Evolve, its new super and investments platform.

ASIC releases ongoing fee obligations guidance

KARREN VERGARA
The corporate regulator is providing more guidance to financial advisers to help them prepare for their upcoming ongoing fee obligations, due to take effect in less than two weeks.

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Non-correlated investments in a highly correlated world

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Year-end superannuation contributions and concessions

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Super changes broaden the options for windfall contributions

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Does your client meet the retirement definition?

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Fringe benefits tax

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Challenging a will based on mental capacity

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