Search Page

Displaying results 162301 - 162320 of 185309

 

ETF model portfolios provide a simple, low-cost way to build a strong foundation for client portfolios. Learn why they are becoming increasingly popular and how they can ...

Knowledge Centre • 25 May 2016

Financial services academic, Deborah Ralston, will join the SMSF Association board, effective from 1 July, 2016....

People & Products • 25 May 2016

Health issues impacting Platypus co-founder, Donald Williams, have given rise to significant change within the asset management business....

People & Products • 25 May 2016

Centuria Property Funds has made an indicative non-binding offer for the GPT Metro Office Fund....

People & Products • 25 May 2016

IFM Investors has appointed Chris Newton to the new responsible investment role to support the changing ESG needs of investors....

People & Products • 25 May 2016

Former Federal Labor MP, Bernie Ripoll, has joined the board of robo-advice focus group, Map My Plan as a director....

People & Products • 25 May 2016

Despite German wealth managers fearing the loss of their market share to robo-advisers, a collaborative solution is still practicable, Verdict Financial said....

Policy & Regulation • 25 May 2016

ATO clamps down on all property sales over $2 million by introducing a new rule amid foreign residents not meeting their tax liabilities. ...

Funds management • 25 May 2016

Seventy per cent of the hedge funds have underperformed simple benchmarks, according to CEM Benchmarking....

Funds management • 25 May 2016

If advisers had a ‘professional year’ requirement instead of a tertiary degree, it could help solve the issue of professionalism and ethics....

Financial planning • 25 May 2016

Claims of persistent underperformance justify scrutiny of bank-owned superannuation funds, according to Industry Super Australia....

Superannuation • 25 May 2016

Accountants are increasingly flooding education providers with questions in the lead up to the accountants’ exemption as well as ASIC’s soft deadline of 1 March....

Accounting • 25 May 2016

Planners may prove to be the best bet for accountants seeking to deal with a tougher new world surrounding SMSFs....

Financial planning • 25 May 2016

BetaShares managed risk series of ETFs, which reduces falling market exposure, has grown to over $200 million in FUM. ...

Funds management • 26 May 2016

Accounting firm RSM is expanding, and has appointed Jamie O'Rourke as the new national chair following the retirement of its current chair after 16 years. ...

Accounting • 26 May 2016

Self-licensed Knight Financial Advisors has partnered with Managed Accounts Holdings to introduce an MDA service, which will see $300 million moved to the service. ...

Funds management • 26 May 2016

AIA launches a wellness program to improve advisers' productivity and personal and professional "wellbeing". ...

Financial planning • 26 May 2016

The SMSF Association has partnered with wealth management firm, Morgans Financial, to provide SMSF training to its authorised representatives. ...

Superannuation • 26 May 2016

Planners and accountants will increasingly merge under an advice structure due to business sustainability and client demand, but they must be a cultural fit to succeed. ...

Accounting • 26 May 2016

Assistant Treasurer, Kelly O'Dwyer, has opened Super Review's Future of Super summit pointing to the positives in the Government super Budget changes. ...

Superannuation • 26 May 2016
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 5 days ago

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

1 month 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 1 week ago

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

4 days 22 hours 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 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 1 day ago
Powered by MOMENTUM MEDIA
moneymanagement logo