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With the share price of Pinnacle up more than 800% over the last five years, why are asset managers reluctant to invest in their competitors?...
The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....
Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...
If there is a post on a superannuation fund’s social media platform from a member about withdrawing communication consent, then the fund must take steps to ascertain the ...
Microsoft is as close to a staple as you can find today and there are better opportunities than buying a bond, according to Munro Partners....
The prohibition of hawking superannuation funds only applies to offers made to retail clients, according to the corporate regulator....
The Reserve Bank of Australia is six months ahead of the Federal Reserve, according to J.P. Morgan Asset Management, meaning interest rates could rise as early as 18 mont...
Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....
Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....
Gore was sentenced for self-managed super fund fraud last year and will be tried next month for three further charges....
State Street is set to launch a private markets solution for institutional investors as it acquires solutions and data management provider Mercatus....
Edward Eason, former chief financial officer of Commonwealth Bank’s enterprise services, has been appointed managing director of Yarra Capital Management....
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Podcast
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...