While the financial services industry is a little behind the curve in terms of developments in the post-retirement solution space, keeping things simple and user-friendly...

Arnie Selvarajah, CEO, Bell Direct, tells the Future of Wealth Management conference that the next generation of advisers must become mentors to clients. ...

JP Morgan Asset Australia has announced it has excluded tobacco stocks from its global macro thematic fund....

Alternative strategies help create robust portfolios prepared for any inevitable crisis, says Capital Fund Management president, Philippe Jordan....

Templeton Global Growth Fund has announced a special dividend, delivering an additional 3.5 cents per share, fully franked....

The Alternative Investment Management Association has appointed a new local Australian chair and elevated one of its Australian industry pioneers to the global AIMA board...

Retirement costs increased in this year’s June quarter, with the costs of health services, transport and clothing the main drivers, the Association of Superannuation Fund...

Industry experts told Money Management and Super Review’s Future of Wealth Management conference that while changes from the Royal Commission are welcomed, the regulators...

Financial Planning Association chief executive, Dante De Gori has warned of a looming pause in the authorisation of new financial planners as a result of the implementati...

Platform prices will never hit zero, but more transparency is needed, a panel of experts has told Money Management and Super Review’s Future of Wealth Management conferen...

The ethical wealth manager has recorded an 18 per cent lift in underlying profit for fiscal 2018 to $5 million following strong growth in inflows and member growth, and p...

The Royal Commission has provided great theatre but there are worrying signs that its narrow focus on the banks and AMP have seen it neglect the failings of other entitie...

Advisers will be able to better compare managed accounts under a new SMA database launched this month by FE, Mike Taylor writes....

Hannah Wootton finds that while the $1,073,200,000 Aberdeen Emerging Opportunities fund may be appropriately investing in the assets its objective promises, its poor capi...

Nicholas Grove finds that when setting upon the task of constructing a robust investment portfolio, many investors may realise the biggest risks they face may not be thos...

As the financial planning industry moves towards a goals-based, client-centric model, Anastasia Santoreneos investigates why it’s taken so long, what the expectations are...

Debbie Kennedy writes that trust is at the core of most consumers’ purchasing decisions regarding life insurance, and that underwriting that takes this into account could...

Stuart Fechner writes that the benefits of passive versus active investing depend on the objectives and purposes of the investor, and advisers can help clients work out w...

Graeme Colley looks out how $10,000 savings can be fully maximised from a tax perspective when used to bolster a couple’s superannuation savings....

Christian Obrist discusses why bond exchange-traded funds are so popular and why financial advisers and investors should consider incorporating them into investment portf...