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Netwealth’s funds under administration has increased by $8.5 billion to $55.7 billion in the 2022 financial year, according to its June 2022 quarterly update....
Fidelity’s Andrew McCaffery offers a glimpse into the major issues that could move markets over the coming months and how the investment house is positioned for them....
Insight Investment has described how retail investors and their advisers can help to smooth returns and maximise certainty in an uncertain market environment....
Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...
Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...
Magellan has terminated its retirement income-focused FuturePay strategy, effective from 20 July, just over a year after launching it....
Inflows to Australian equity exchange traded funds rose 57% quarter-on-quarter to $1.7 billion in Q2, according to Vanguard, as investors sought familiar domestic names i...
Twitter’s actions in holding Elon Musk to account “cannot be faulted”, according to Forager, which holds exposure to the stock in its International Shares fund....
Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia,...
The level of value consumers place on different areas of advice has been laid out in a university study, indicating a disconnect between advisers’ and consumers’ percepti...
The Financial Services Council has developed a ‘proposed personal advice framework’ where all advice is termed ‘personal advice’, Letters of Advice are introduced and the...
Colonial First State has appointed Jonathan Armitage as chief investment officer, replacing Scott Tulley who leaves the firm after three decades....
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Podcast
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...