Powered by MOMENTUM MEDIA
moneymanagement logo
 

Search Page

Displaying results 168621 - 168640 of 185189

 

Mercer’s asset consulting capability is set to merge with Nextplan’s investment management arm and adviser network through a new OneVue partnership. ...

People & Products • 13 August 2018

State Super has appointed Carol Austin to the trustee board of SAS Trustee Corporation....

People & Products • 14 August 2018

The Full Federal Court has handed down its judgment in the appeal by Aussiegolfa Pty Ltd, finding there was no breach of the sole purpose test. ...

Policy & Regulation • 14 August 2018

Columbia Threadneedle Investments has appointed Glen Giddings as head of institutional, Australia and New Zealand. ...

People & Products • 14 August 2018

Australian listed investment company, Argo Investments, has reported a 3.5 per cent growth in full-year profit....

Funds management • 14 August 2018

Martin Currie has investigated where the strong returns of growth strategies come from, at a time when strong performance for strategies is based on momentum....

Funds management • 14 August 2018

Money Management has looked at the equity sectors in the Australian Core Strategies universe to see what’s changed in the three years to 30 July 2018....

Funds management • 14 August 2018

Younger Australians are shying away from seeking professional financial advice following the Royal Commission and this could cost the broader economy dearly, fund manager...

Financial planning • 14 August 2018

New research from Roy Morgan has shown only 6.1 per cent of risk and life insurance policy holders looking to switch providers are doing so upon the advice of a broker or...

Life/Risk • 14 August 2018

National Australia Bank and MLC Limited were prepared to rely on the attestations of their financial advisers to help determine whether to refund clients on the basis of ...

Financial planning • 14 August 2018

The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....

Financial planning • 14 August 2018

The Royal Commission has questioned whether members of Suncorp superannuation funds may have been charged twice with respect to administration services....

Superannuation • 14 August 2018

Challenger and HUB24 have announced that the former’s annuities should be available to advisers and clients on the platform by the 2019 financial year....

People & Products • 14 August 2018

Industry fund Hostplus has acknowledged the returns it receives from the tax deductibility of group insurance premiums....

Superannuation • 14 August 2018

Hostplus chief executive, David Elia has acknowledged the amount of money his fund has spent on corporate hospitality but has told the Royal Commission it was necessary t...

Superannuation • 14 August 2018

Mainstream Group Holdings has announced it will launch a separately managed account platform, with Perpetual Corporate Trust to become the responsible entity....

People & Products • 14 August 2018

The Royal Commission has been told that Colonial First State retained the trailing commissions on some superannuation accounts which were described as ‘commission free’....

Superannuation • 14 August 2018

Heidi Schwegler, AHS Financial principal, always wanted to become a financial adviser with an underlying desire to help people make sense of their finances....

Knowledge Centre • 14 August 2018

Investors who walk away from small caps may be making a big mistake, according to Eaton Vance Investment Managers....

Funds management • 15 August 2018

A New South Wales self-managed superannuation fund auditor has been disqualified for breaching independence requirements....

Policy & Regulation • 15 August 2018
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 ago

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

4 weeks 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. ...

6 days 18 hours 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 1 day 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. ...

1 week 6 days ago