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Zenith has upgraded the AllianceBernstein Managed Volatility Equities Fund to ‘highly recommended’....

Funds management • 29 June 2018

Alphinity Investment Management has appointed Nikki Thomas as its new global portfolio manager....

People & Products • 29 June 2018

The Australian financial services industry has welcomed the passing by both Houses of Parliament the bill to introduce the Asia Region Funds Passport, according to APIR....

Funds management • 29 June 2018

ARCO Investment Management’s Absolute Return Fund has been added to both the Netwealth and HUB24 investment platforms....

Funds management • 29 June 2018

The securities regulator has accepted a variation to an enforceable undertaking provided by NAB relating to its wholesale spot foreign exchange business....

Policy & Regulation • 29 June 2018

One of the most valuable commodities in any advice practice is time, and we hear from many of the advisers we work with that they don’t have anywhere near enough of it. ...

Knowledge Centre • 29 June 2018

The Australian small/mid-cap equity sector is ticking the metrics in terms of volatility and performance, data from FE Analytics shows. ...

Funds management • 29 June 2018

The SMSF Association has downplayed some elements of the highly critical ASIC report suggesting high levels of non-compliant advice, claiming suggestions of client detrim...

Financial planning • 29 June 2018

As much as 90 per cent of advice provided in setting up a self-managed superannuation fund was non-compliant, according to a new Australian Securities and Investments Com...

Financial planning • 29 June 2018

The Financial Planning Association said it supports the practical tips that ASIC has provided to planners to improve the quality of the advice they give to clients....

Financial planning • 29 June 2018

The Commonwealth Bank’s announcement about how it will demerge its Colonial First State and other wealth businesses brings an end to an 18-year strategy, which started as...

Editorial • 29 June 2018

As financial planners gear up for new education requirements, Anastasia Santoreneos writes that it’s time to look at other industries employing similar licensing standard...

Features • 29 June 2018

Dover principal Terry McMaster will permanently exit the financial services industry under a Court Enforceable Undertaking entered into with the Australian Securities and...

Financial planning • 29 June 2018

The Alliance for a Fairer Retirement System has launched its website to bring attention to the impact of Labor’s proposal to disallow cash franking credit refunds....

People & Products • 2 July 2018

VanEck has announced its international sustainable equity exchange-traded fund has been certified as “ethical” by RIAA....

Funds management • 2 July 2018

While the average superannuation balances of intending female retirees over the last decade have increased, they still lag well behind that of males, data from Roy Morgan...

Superannuation • 2 July 2018

The Federal Government has passed legislation which will give the local funds management industry access to a far larger market. ...

Funds management • 2 July 2018

The Australian Securities and Investments Commission has removed any lingering doubts about the future of Dover financial and its principal, Terry McMaster, but has left ...

Financial planning • 2 July 2018

The Australian Prudential Regulation Authority has warned superannuation funds to stop claiming non-cash investments such as mortgage-backed securities are equivalent to ...

Superannuation • 2 July 2018

Magellan chief executive, Hamish Douglass has the capacity to earn up to $7.5 million a year over the next three years under a revised remuneration package....

Funds management • 2 July 2018
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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’...

4 days 17 hours ago

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

4 weeks 1 day 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 ago

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

1 week ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 2 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. ...

2 weeks ago