Listing a “replica” of the Magellan Global Equities strategy on the ASX is providing the fund manager with access to an expanded client-base....
RIAA plans to quadruple the proportion of total AUM in responsible investments over the next three years....
Deep penetration of the advice industry combined with the successful listing of its Global Equities Fund on the ASX, helped take Magellan to a new level....
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
AMP’s wealth management business reported a $410 million profit for the 2015 financial year, as the company saw profits rise by 10 per cent....
South Africa’s largest mutual company, Professional Provident Society (PPS), is targeting a slice of Australia’s $7.5 billion retail life risk insurance sector. ...
Accountants who do not obtain a limited AFSL before 1 July 2016, could be forced to wait until 2019 to provide SMSF advice, a legal expert warns....
Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....
A para-planner who was dismissed without warning, has failed to have the decision ruled as “unfair”, despite his employer failing to abide by the industry award....
Small cap investors can gain access to the next Apple or SAP, before they get onto large cap fund managers’ radars, an analyst believes....
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...