Although the overall market capitalisation for the listed investment company and listed investment trust sector dropped 2% to $44 million over 2019/20, the sector’s marke...
Fiducian Group has reported a $600 million increase in funds under management, advice and administration while revenue was up 11% counting year-on-year. ...
Ex-Macquarie Asia team, Stonehorn Global Partners, has announced it has raised over $300 million in assets under management in its first year and continues to grow its pr...
The Australian Tax Office has confirmed that a part disposal of a home can be claimed as downsizer contributions and this has been extended to DomaCom’s senior equity rel...
New Zealand-based investment banking firm, Jarden, and Credit Suisse Australia have announced they have reached a mutual agreement and decided to exit their formal strate...
The biggest financial planning group in Australia, AMP Financial Planning, has lost 157 advisers so far this year bringing its total adviser complement to less than 1,000...
Charter Hall’s retail real estate investment trust has seen its statutory profit 16.8% down for FY20 due to valuation movements....
Magellan has announced the development of lower cost investment alternative for retail investors, which will be a series of diversified investment strategies. ...
Charter Hall Prime Industrial Fund will work with the Clean Energy Finance Corporation to showcase energy efficiency solutions, clean energy enabling activities as well a...
Canada-based CI Investments, a GFSM parent, has announced that the CI Munro Global Growth Equity fund will be available in three new series for Canadian retail investors....
After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...