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CountPlus boss, Matthew Rowe, has forewarned shareholders to be ready to feel the revenue effects of the removal of grandfathering and product rebates but has claimed the...
Only 27 people used the Financial Planning Association’s Wellbeing service last year and the Association of Financial Advisers is also finding a low uptake with its menta...
Superannuation funds are concerned that new regulations will place them at a disadvantage to fund managers when it comes to competing for investment talent....
Members in retail superannuation funds, especially those in funds run by one of the big four banks, were the least satisfied, according to Roy Morgan....
There is still a place for fixed income in portfolios despite record low rates of 0.1%, according to Daintree Capital Management, with the firm considering expansion plan...
Following a unitholder vote, 13 First Sentier Investors funds will see a change in responsible entity from Colonial First State Investments to The Trust Company....
Wells Fargo is to sell its Wells Fargo Asset Management division to private equity firms GTCR LLC and Reverence Capital Partners, and appointed a former Legg Mason CEO as...
Serbia’s inclusion into JP Morgan’s Government Bond Index – Emerging Markets index represents new opportunities for alpha in the emerging markets debt sector and undersco...
The group’s NPAT saw a 39% increase and a 41% EBITDA increase during the first half of FY21 as strategic transactions strengthened the company’s position....
The firm’s ‘clean’ sustainable financial advice model and its client-centric accounting and advice helped improve profitability for the first half of FY2021. ...
Some financial advisers want the Australian Securities and Investments Commission to make the more than 480 submissions received as part of its affordable advice review p...
The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....
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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...