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FINANCIAL PLANNING

INDUSTRY NEWS

Perpetual Trustees has lost another of its senior executives, with chief financial officer Michael Stefanovski resigning last week to accept a position at another company...

INDUSTRY NEWS

The general manager of research at InvestorWeb, Toby Potter, has left the group, departing on Friday after two years with the group....

INDUSTRY NEWS

Practice management and consultant firm, the Encore Group, has expanded into Western Australia with the luring of ex-Commonwealth Bank executive Graeme Hyland to head up ...

INDUSTRY NEWS

The Canadian managed fund market has been blazing a trail in its take-up of fund-of-funds vehicles, with a three year asset capital annualised growth rate of 15 per cent....

INDUSTRY NEWS

AMP Henderson has launched a new yield targeted fund giving retail investors access to private debt investments for the first time, completing a bevy of six product launc...

INDUSTRY NEWS

Boutique and employee-owned Australian investment managers may account for as much as 25 per cent of the domestic funds management market by the end of the decade accordi...

INDUSTRY NEWS

Long/short funds are the darling buds of hedge funds as their strategies are “impossible to beat” and offer investors an investment “nirvana” in comparison to the strateg...

INDUSTRY NEWS

Snowball Group, through its superannuation services subsidiary CIS Financial Services, has been appointed by listed technical services company UXC to run the superannuati...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has joined forces with financial services regulators in the US, UK and Hong Kong in a world first internationa...

INDUSTRY NEWS

The Australian Council of Trade Unions (ACTU) has made a pitch to fund managers and asset consultants that it still regards superannuation as an integral part of its appr...

INDUSTRY NEWS

Portfolio Partners is set to close its small-cap Emerging Shares Trust to institutional investors and use its remaining capacity for retail inflows sourced through master...

INDUSTRY NEWS

Australia’s industry based superannuation funds have strongly rejected what they regard as the Federal Government’s “pre-emption of due process” by regulating for superan...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 day 3 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

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 ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 days 23 hours ago