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Pacific Current Group has notified Legg Mason that it will exercise put option with regards to RARE Infrastructure....

Funds management • 2 July 2018

Alastair MacLeod looks at how behavioural biases can help advisers create plans that retirees are more likely to stick to, meaning that their long-term goals could be mor...

Expert Analysis • 2 July 2018

Eylem Kamerakkas writes that the increased transparency, control and engagement that managed accounts offer mean they are giving equities and managed funds a run for thei...

Expert Analysis • 2 July 2018

We spend a lot of time thinking about the threat of rising interest rates on bond returns. Rodney Sebire writes that there’s a bigger driver of performance though, and it...

Expert Analysis • 2 July 2018

Claudine Siou writes that from a superannuation perspective marriage and de facto relationships are not the same, warning that just living together does not afford as muc...

Tools & guides • 2 July 2018

It takes a thief to catch a thief, and so Outsider reckons the Minister for Revenue and Financial Services, Kelly O’Dwyer should be a little more discerning than usual in...

Outsider • 2 July 2018

Working as he does in the middle of the Sydney CBD, Outsider all too frequently sees people sleeping rough on the streets....

Outsider • 2 July 2018

As the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry returns for it’s third season, Outsider grabs the popcorn to watch ...

Outsider • 2 July 2018

Australian equities investors have shifted towards high conviction as core strategies come under pressure, according to Zenith....

Funds management • 2 July 2018

While data from FE Analytics shows that the Platinum International Fund has technically achieved the objective it sets out in its product disclosure statement, Hannah Woo...

Features • 2 July 2018

As the debate as to whether it’s better to be an active or passive investor continues to rage on, Nicholas Grove discovers that it’s perhaps time to rethink the question ...

Features • 2 July 2018

The dynamics of the fund ratings market are changing and Oksana Patron writes that the established players are finding themselves facing plenty of competition from smalle...

Features • 2 July 2018

IOOF has launched its new Managed Portfolio Service, a managed discretionary account solution, on its flagship platform, IOOF Pursuit. ...

People & Products • 2 July 2018

The Commonwealth Bank (CBA) has been served with another class action, this one filed in the Federal Court by Phi Finney McDonald on behalf of shareholders from 2014 to 2...

Policy & Regulation • 2 July 2018

The Australian Securities and Investments Commission has commenced proceedings against Linchpin Capital Group and Endeavour Securities following an investigation....

Policy & Regulation • 2 July 2018

The Association of Financial Advisers has pointed to the likelihood of further rounds of Financial Adviser Standards and Ethics Authority consultation around education pa...

Financial planning • 2 July 2018

The Australian Securities and Investments Commission has accepted an enforceable undertaking from Goldman Sachs Australia to improve controls....

Policy & Regulation • 2 July 2018

The impact of a potential trade war should make investors re-evaluate the degree of country concentration, according to Parametric....

Funds management • 3 July 2018

Octopus Investments has announced its expansion into the Australian market, opening its first office in Melbourne....

People & Products • 3 July 2018

PM Capital Global Opportunities Fund and its subsidiary, PM Capital GO 2025, have issued a prospectus for the offer of a listed investment company security....

Funds management • 3 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 15 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