A former senior Commonwealth Financial Planning planner who escaped conviction under an Australian Securities and Investments Commission prosecution has found himself con...

Mercer and Morningstar have formed an alliance to offer a single global digital platform for institutional investment manager data, performance analytics and qualitative ...

Although a decline in Australian housing prices has begun to weigh on the economy, Australian bond yields will remain range-bound, providing strong diversification....

Netwealth has launched a free, open-source innovation toolkit for wealth management businesses. ...

Lonsec has warned investors that it is rare for asset classes to consistently outperform and that backing last year’s winner could end up making investors a loss....

New research has shown that retail insurance cover customers could be “seriously damaging” their wealth through inappropriate indexation of premium costs....

AMP Limited has sought to rebut claims made during the Royal Commission that it engaged in misconduct in its deduction of superannuation fund members’ insurance premiums ...

The Royal Commission has been urged to hold the board members of ClearView to account for breaches of directors’ duties relating to the activities of its direct life/risk...

After a long bull market, potential returns on traditional assets are falling. Forecast returns from traditional markets are still above those for cash and Term Deposits ...

ClearView has told the Royal Commission it has no intention of returning to direct life/risk insurance and will remain focused on the advised market....

Dr Brett Cairns has been named the new chief executive officer of Magellan Financial Group, while Hamish Douglass will assume the role of chairman....

IOOF has looked to one of its own in appointing seasoned executive, Geoff Kellett to be chief executive of the former ANZ business, Financial Services Partners....

The list of superannuation funds divesting from tobacco continues to grow, with Crescent Wealth joining the Tobacco Free Finance Pledge in the UN General Assembly last we...

Money Management looked at the Sharpe ratios of Australian broad caps to find the best and worst funds for risk-adjusted returns. ...

Lonsec has upgraded its rating of the K2 Australian Absolute Return Fund to ‘recommended’....

The SMSF Association has welcomed a move by Parliament to allow self-managed superannuation funds to receive digital rollovers through the SuperStream system....

Investors should follow timeless investing rules, according to Eaton Vance Management’s chief income investment officer, Payson F. Swaffield. ...

Zurich has adopted UnderwriteMe’s Underwriting Rules Engine as it undergoes an overhaul and rebrand of its adviser-facing portal. ...

Fidelity International is set to launch its first active ETF on the Australian Stock Exchange, giving investors access to emerging markets stocks. ...

Understanding some of the basic principles of behavioural science can help financial advisers to design better “advice experiences” for their clients, according to Advice...