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A new report has found that over half of all professionally managed investments in Australia are now invested as responsible investments....

Funds management • 28 August 2018

Women in investment management are “seriously concerned” about the lack of equal treatment and opportunities they face based on their gender, according to the University ...

Funds management • 28 August 2018

Boutique wealth management firm, Lipman Burgon & Partners, has appointed Alex Pikoulas to the newly created role of portfolio manager. ...

People & Products • 28 August 2018

The Royal Commission has been asked to consider whether, by dealing with banks and financial services institutions via press releases and enforceable undertakings rather ...

Policy & Regulation • 28 August 2018

TAL, CommInsure, AMP and ClearView have been named to front the next round of hearings of the Royal Commission into Misconduct in the Banking, Superannuation and Financia...

Life/Risk • 28 August 2018

The Association of Financial Advisers has warned that handing ASIC product intervention powers will add to the cost of advice while limiting the scope of approved product...

Financial planning • 28 August 2018

Advisory businesses that possess an integrated solution for their platform technology and dealer software needs are best positioned to prosper, according to Alan Dunne, c...

Knowledge Centre • 28 August 2018

OneVue is building a private labelled version of its investment platform of Allan Gray, extending its relationship with the fund manager beyond that of managed fund admin...

People & Products • 28 August 2018

A new report released by the Australian Securities and Investments Commission has pointed to a lack of client knowledge as making reverse mortgages problematic....

Policy & Regulation • 28 August 2018

There are apparent signs of overheating in credit markets but there are still opportunities to be found, according to T. Rowe Price....

Funds management • 28 August 2018

Smaller investors and instos are expected to increase allocations to unlisted infrastructure, according to Infrastructure Partners Investment Fund....

Funds management • 29 August 2018

New research conducted by RBC Investor and Treasury Services has confirmed that regulation is the big challenge facing asset managers....

Policy & Regulation • 29 August 2018

BDO Australia has welcomed Australia’s new Treasurer and Assistant Minister for Treasury and Finance but has called for a review of changes to SMSF audit cycles....

Superannuation • 29 August 2018

Money Management has looked at the top performing high-and-low-risk Australian equity funds to see whether high-volatility funds are a risk worth taking....

Funds management • 29 August 2018

The Association of Financial Advisers has urged that planners doing their Professional Year should be allowed to generate revenue for the planning practices overseeing th...

Financial planning • 29 August 2018

Pauline Vamos has left her chief executive role at Regnan....

People & Products • 29 August 2018

This month has marked one of the longest US bull stock markets in US history, according to Eaton Vance....

Funds management • 30 August 2018

With superannuation fees under the spotlight this year, UniSuper has announced it will “significantly reduce” its annual administration fee from 1 October, particularly b...

Superannuation • 30 August 2018

Investors are showing increased interest in China’s onshore bond markets, according to PIMCO. ...

Funds management • 30 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’...

3 days 21 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 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 15 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