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Volatility has died down since the dramatic spike witnessed in February 2018, but shares are particularly vulnerable when a low-volatility environment comes to a grinding...

Funds management • 15 August 2018

TAL has appointed customer experience veteran Matt Paterson as its general manager, customer operations and underwriting....

People & Products • 15 August 2018

Money Management has looked at funds launched in the last three years to see where investors think the best opportunities are. ...

Funds management • 15 August 2018

The Royal Commission has heard that Colonial First State paid advisers who had been receiving trailing commissions a one-off $750 fee, so they could re-engage with their ...

Financial planning • 15 August 2018

The Superannuation Complaints Tribunal has broken new ground by ordering a superannuation fund to reimburse nearly 10 years of fees deducted from a member’s account for a...

Financial planning • 15 August 2018

The Institute of Public Accountants is canvassing moving to press for the reinstitution of the accountant’s exemption....

Financial planning • 15 August 2018

Pengana International Equities has announced a profit of $24.6 million for the year to 30 June 2018, a turnaround from the $22.9 million loss recorded in the prior compar...

Funds management • 15 August 2018

The Royal Commission has been told that the Commonwealth Bank is actively considering the status of trailing commissions and whether they should be switched off....

Financial planning • 15 August 2018

The Royal Commission has been told that a senior executive of Catholic Super failed to appropriately disclose his family relationship to a company which received $2 milli...

Superannuation • 15 August 2018

Macquarie’s 2018 Accounting and Financial Benchmarking Report compared the focus of high-performing firms to the market and found three major areas of difference. High-pe...

Knowledge Centre • 15 August 2018

The Australian Institute of Superannuation Trustees has reiterated its call for key amendments to the Protecting Your Super legislation, which followed a Senate Economics...

Superannuation • 16 August 2018

The number of online investors in equities and ETFs has soared over the last year, with mobile platform functionality being a key driver behind investors’ platform choice...

Funds management • 16 August 2018

Money Management looked at international equity funds with a 15-year track record to see who has impressed investors with consistent returns. ...

Funds management • 16 August 2018

Colonial First State retained CommInsure as its group insurer despite it performing poorly against a number of industry benchmarks but that may change following the sale ...

Life/Risk • 16 August 2018

An academic has questioned the robustness of some bank advice remediation programs claiming some work has been carried out by contractors with little more than ‘hot house...

Financial planning • 16 August 2018

The Australian Securities and Investments Commission has disqualified a Queensland self-managed superannuation auditor. ...

Policy & Regulation • 16 August 2018

The Royal Commission has questioned whether any of the AMP super members who were left in a negative cash exposure were actually receiving advice from a financial planner...

Financial planning • 16 August 2018

T. Rowe Price has announced leadership transitions for its Asia Pacific distribution business, effective 1 January next year. ...

Funds management • 17 August 2018

Money Management looked at Australian equities funds that crumbled in the global financial crisis but managed to bounce back. ...

Funds management • 17 August 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 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