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A rating house has upgraded Legg Mason’s Australia Bond Trust to ‘highly recommended’ as it has one of the strongest offerings among its peers. ...

Zenith has given Kardinia’s absolute return fund a ‘highly recommended’ tick for the fifth year in a row. ...

ETFs made their mark among Australia’s top performing managed funds, with Market Vectors and BetaShares leading the way. ...

The third best Australian equity fund said patience was key to outperforming the index over one, three, five and 10 years. ...

Funds management • 4 July 2016

The third best Australian equity fund said patience was key to outperforming the index over one, three, five and 10 years. ...

OnDeck Australia has today announced that it has, in partnership with CBA, won the Fintech-Bank Collaboration of the Year Award....

Policy & Regulation • 4 July 2016

ETFs make their mark among Australia’s top performing managed funds, with Market Vectors and BetaShares producing two of the best. ...

Funds management • 4 July 2016

Volatility in global markets could see Australian banks paying more for borrowed overseas capital, and banks lifting rates independently from the RBA. ...

Policy & Regulation • 4 July 2016

Investors are facing a new period of volatility in interest rate sensitive portfolios, a fixed income investment boutique firm warned....

Funds management • 4 July 2016

Financial advisers who promise to provide ongoing portfolio monitoring services but fail to do so face liability if the client suffers financial loss....

Financial planning • 4 July 2016

Both the FPA and the AFA acknowledge that the only certainty is another period of uncertainty following the Federal Election....

Superannuation • 4 July 2016

A former accountant and PIS authorised representative is facing ASIC charges alleging fraud amounting to $800,000....

Accounting • 4 July 2016

Netwealth has awarded a $400 million multi-asset mandate to Russell Investments, as it could help investors weather the market conditions, according to the platform provi...

Funds management • 5 July 2016

Post-Brexit reality presented different short-term and long-term implications for high-net worth individuals in the UK, according to a wealth management firm....

Funds management • 5 July 2016

The collapse in the Coalition’s Federal Election vote should stand as a warning on the cost of tinkering with super....

Superannuation • 5 July 2016

Accountants who provide SMSF advice without a licence risk not being covered by professional indemnity insurance, as insurers treat accountants and financial advisers dif...

Accounting • 5 July 2016

Whichever party forms Government has an obligation to consult the financial services industry to end the policy uncertainty....

Policy & Regulation • 5 July 2016

Dealer groups have been an integral part of the financial planning industry but do they remain relevant in a post-FOFA increasingly technological world?...

Financial planning • 5 July 2016

Fintech provider, CXi, has looked to experience in appointing three senior financial market executives to its new advisory board....

People & Products • 6 July 2016

Audit and advisory firm, BDO, has recruited experienced superannaution specialist, Mark Wilkinson, to lead its superannuation offering....

People & Products • 6 July 2016
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 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 11 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 ago
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