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Money Management looked at global small/mid caps across the six months to 30 June, where the sector placed in the top quartile for returns against its equity peers. ...

Funds management • 20 July 2018

The Productivity Commission is wrong to assert that high fees are clearly associated with low super returns, according to superannuation fund ratings house, SuperRatings....

Superannuation • 20 July 2018

Colonial First State has told the Productivity Commission that the involvement of advisers in retail super funds together with an older member demographic makes compariso...

Superannuation • 20 July 2018

Deductible super contributions have led adviser queries in the first full financial year they’ve been offered beyond the self-employed, according to BT Financial Advice. ...

Superannuation • 20 July 2018

The Australian Prudential Regulation Authority has confirmed the likelihood of premium increases for insurance inside superannuation as a result of the Government’s Budge...

Superannuation • 20 July 2018

Morningstar’s director of manager research ratings, Asia Pacific, Chris Douglas will be leaving the company at the end of August....

Funds management • 20 July 2018

Morningstar has announced a list of new promising investment strategies that are expected to catch investors’ attention....

Funds management • 20 July 2018

The Administrative Appeals Tribunal has reduced the length of a banning order made against former Hobart financial planner Troy Williams, that prohibited him from providi...

People & Products • 20 July 2018

The Federal Court has handed down its judgment on the contempt findings brought by ASIC against multiple defendants in proceedings concerning binary option trading websit...

Policy & Regulation • 23 July 2018

Factor strategies have not delivered their expected performance since the beginning of the year, according to the EDHEC-Risk Institute....

Funds management • 23 July 2018

Is much of the rise in rates behind us? Discover where PIMCO sees interest rates heading over the next year. ...

Knowledge Centre • 23 July 2018

State Street has agreed to acquire Charles River Systems, a provider of investment management front office tools and solutions....

Funds management • 23 July 2018

The healthcare and consumer sectors were the top performers for investors in Australian shares last fiscal year, Mercer’s latest investment survey shows, while banking st...

Funds management • 23 July 2018

BT Financial Group has acted on Panorama by cutting platform pricing and simplifying access....

Financial planning • 23 July 2018

The latest draft of the Government’s new legislation covering financial product design and distribution rules have confirmed the heavy obligations which will be carried b...

Financial planning • 23 July 2018

Bank customer satisfaction has dropped to its lowest monthly satisfaction level since April 2012 as the Finance Royal Commission continues....

Financial planning • 23 July 2018

When putting together client strategies it is important to keep in mind that past investment decisions may be a good indicator of how clients may behave in the future....

Knowledge Centre • 23 July 2018

The Financial Advisers Standards and Ethics Authority has proposed the creation of Provisional Financial Advisers to cover those undertaking their professional year requi...

Policy & Regulation • 23 July 2018

The Royal Commission has named key industry and retail superannuation funds to appear before its next hearings including AMP, AustralianSuper, HostPlus IOOF, Mercer, and ...

Superannuation • 23 July 2018

The Platypus Asset Management’s Systematic Growth Fund has been added to Netwealth’s super and wealth accelerator plus platforms....

Funds management • 24 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 10 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