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Witnessing a lift in their FE Crown Fund Ratings from one to four Crowns are the Evans and Partners International strategy and the State Street Passive Balanced Trust....

Funds management • 4 September 2018

Over a third of funds in the Australian Core Strategies Equity – Australia sector have been awarded a four and five-Crown rating, making it the sector that’s fared the be...

Funds management • 4 September 2018

While several strategies have witnessed a fall in their FE Crown Fund Rating, some funds’ underperformance can be put down to conviction, while others continue to perform...

Funds management • 4 September 2018

Westpac has admitted breaching its responsible lending obligations when providing home loans, and agreed to a $35 million civil penalty to resolve Federal Court proceedin...

Policy & Regulation • 4 September 2018

Adelaide financial adviser Glenn Sterrey, of Bentley Wealth Partners (BWP), says “I am an overnight success… it’s just taken me 35 years to get here”....

Knowledge Centre • 4 September 2018

IFM Investors has announced that the firm’s outperformance has resulted in a global fee rebate....

Funds management • 4 September 2018

BNP Paribas Asset Management Australia has launched a new Australian equities product....

People & Products • 5 September 2018

Morgan Stanley has topped GlobalData’s ranking of global M&A financial advisers in information and communications technology for Q2 2018....

Financial planning • 5 September 2018

BT has launched a corporate super product offering members the digital capabilities of BT Panorama. ...

People & Products • 5 September 2018

With fee disclosure a key issue facing advisers, two financial advisers have formed a new company, PortfoliosDirect, which will allow advisers to offer a transparent, non...

People & Products • 5 September 2018

Super funds chasing alpha in their multi-manager equity portfolios need to tread cautiously to manage the impact of real-world implementation costs, according to new rese...

Superannuation • 5 September 2018

The Australian Prudential Regulation Authority has pointed to multiple instances where lower level bank employees have suffered pay cuts related to failures, but their ex...

Policy & Regulation • 5 September 2018

The Australian Securities and Investments Commission has signalled that it will be undertaking a shadow shop of superannuation funds....

Policy & Regulation • 5 September 2018

The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...

Financial planning • 5 September 2018

The Australian Securities and Investments Commission has accepted an enforceable undertaking from a Wollongong-based financial adviser. ...

Policy & Regulation • 5 September 2018

Fixed income specialist, Ardea Investment Management, has announced two appointments following a period of strong growth. ...

People & Products • 5 September 2018

AMP Capital has appointed Michel Debs as a portfolio manager/analyst on AMP Capital’s global listed infrastructure team in London....

People & Products • 6 September 2018

Companies with resilient business models, strong cash flows and conservative approaches to debt will tough out the current emerging markets climate. ...

Funds management • 6 September 2018

Market conditions are attractive for SMEs to acquire their own premises via their SMSFs, according to specialist commercial property lender, the Thinktank Group....

Superannuation • 6 September 2018

Despite 44 per cent of Australian workers not fully understanding or feeling on top of their super, a belief that financial advice is expensive is stopping many from seek...

Superannuation • 6 September 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 19 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 13 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