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For the second year in a row, the Arrowstreet Global Equity Fund has taken out the Global Equities (Broad Cap) in the Money Management/Lonsec Fund Manager of the Year Awa...

Funds management • 21 May 2015

A mantra of positive culture, and focusing on picking the best stocks saw global real estate securities’ manager Presima Global Property Securities Concentrated Fund shin...

Funds management • 21 May 2015

Australian FX broker, Jeffery Revell-Reade, has been permanently banned from providing financial services in Australia, after being convicted of a £70 million fraud in th...

Financial planning • 21 May 2015

US’ largest pension fund, CalPERS, has formed a $1 billion partnership with QIC to enter the Asia-Pacific infrastructure market. ...

Superannuation • 21 May 2015

Perpetual-owned business advisory and accounting provider Fordham has announced it is expanding in Sydney due to market demand....

Financial planning • 21 May 2015

Before making big purchases small business owners need to determine whether they are eligible for the $20,000 asset write-off announced in the Federal Budget, the IPA say...

Accounting • 21 May 2015

ASIC confirms a continuing focus on FX trading businesses and the existence of several investigations....

Funds management • 21 May 2015

High net worth individuals are at the core of the ATO’s new “prevention-before-correction” approach to boosting tax compliance....

Policy & Regulation • 21 May 2015

The Federal Opposition says it wants an electoral mandate to reduce superannuation tax concessions to the wealthy....

Superannuation • 21 May 2015

The myth of institutional domination has been exposed as false with ASIC data revealing they control less than 50 per cent of advisers....

Financial planning • 21 May 2015

Managing almost 30 client groups and having 12 years of financial services experience are just a few reasons why Michael Stucken won the Money Management Young Achiever o...

Funds management • 21 May 2015

UBS Tactical Beta Growth has been named as the winner in the Multi-Sector category in this year’s Money Management/Lonsec Fund Manager of the Year Awards. ...

Funds management • 21 May 2015

Much of the recent success of the Perpetual Direct Equity Alpha SMA is down to selective investments in companies with excellent management, quality operations, and solid...

Funds management • 21 May 2015

A Melbourne para-planner, William Vuong, has been named the inaugural Money Management/Fiducian Paraplanner of the Year. ...

Financial planning • 22 May 2015

In times of change, client needs should be at the heart of the financial services industry, according to MLC business development manager (BDM), Mark Selth. ...

Financial planning • 22 May 2015

Money Management has named retiring BT Financial Group General Manager of Advisor Distribution, Chris Freeman, as the recipient of the 2015 Money Management/Count Financi...

Funds management • 22 May 2015

The number of Chinese millionaires is set to double in the next five years with their collective wealth to increase to US$9.5 trillion, according to WealthInsight....

Funds management • 22 May 2015

ASIC has cracked down on a margin foreign exchange provider after it provided unlicensed financial services to Australian investors and had misleading information on its...

Policy & Regulation • 22 May 2015

An unregistered ‘tax agent’ who operated his business under H&R Block’s tax agent numbers without the accounting group’s permission, has been fined $900,000....

Policy & Regulation • 22 May 2015

Despite an industry funds liking for unlisted investments, the latest APRA data reveals that more than half of Australia’s super assets are in equities....

Superannuation • 22 May 2015
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

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

1 month 1 week 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 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
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