Over the past seven years, the average AMI Mixed Asset Aggressive fund has delivered a higher return than the S&P ASX 300 without giving investors a bumpier ride than the...

Morningstar Australasia has appointed Jamie Wickham as the new managing director who would replace Heather Brilliant....

Digital tools, technology, and robo-advice can drive efficiency in advice businesses, but they must find the right mix between technology and face-to-face relationships ...

Planners use an average of three systems to produce client reviews and it’s an inefficient non-constructive use of their time, according to Investment Trends....

While managed accounts, robo-advice, and scaled advice will be the norm by 2022, advice practices need to think about what disrupters are next, Netwealth believes....

The manner in which the Future of Financial Advice changes crimped the revenue streams of the major licensees has been confirmed as helping drive the rise of managed acco...

While advisers may want to switch platforms, a practice’s choice of platform relies on the relationship with the BDM....

The Australian Securities and Investments Commission has placed the platform industry on notice around the new standards of fee transparency it will be enforcing....

Delegates to Money Management’s Fintech Platforms and Wraps Conference have nominated restoring trust in financial planners as an industry priority....

A former NAB financial adviser has appeared in court after ASIC brought two charges against him that he forged financial planning documents....

A NSW SMSF accountant and former financial adviser has pleaded guilty to two charges of making false and misleading statements and fraudulent misappropriation of client f...

Nikko Asset Management has bought a minority stake in ARK Investments Management, a US-based investment firm....

Bennelong Funds Management has promoted its head of finance, Hamish Wood to chief strategy officer and announced a number of new appointments....

VGI Partners’ IPO has exceeded the minimum raising target of $100 million, a week after the offer opened....

Lazard Australian Diversified Income Fund has received a ‘recommended’ rating from Zenith....

Quantifeed and XTB have launched first XTB ‘Floater’ model portfolio for retail investors....

Pengana Capital has told investors that Hunter Hall strategy and the way the firm managed its funds will no longer apply after the two companies merged a few months ago....

By automating a lot of processes that go into generating SOAs, planners can focus on achieving their client’s personal goals through advice, AdviserLogic believes....

Data from FE Analytics showed three of the top five best performing fixed income funds between May 2014 and May 2017 are Macquarie funds....

At present, the overall level of systematic risk in the global economy is very high—possibly as high as in 2007, prior to the last financial crisis. Click here to underst...