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Managed accounts can have a variety of structures, offering different levels of simplicity, customisation and control, so it’s important to choose the best option for you...

Knowledge Centre • 18 October 2018

Research from Deloitte Digital has found low levels of trust and the need for improved digital services. Salesforce believes advisors must focus on building trust and imp...

Knowledge Centre • 18 October 2018

Pinnacle Investment Management has established a new affiliate, Alterum Investment Management, which will manage the assets of Blue Sky Alternative Access Fund....

Funds management • 18 October 2018

The Financial Planning Association has suggested risk rating financial products to better target consumer protections....

Financial planning • 18 October 2018

The Australian Securities and Investments Commission has cancelled the Australian financial services licence of Direct FX Trading Pty Ltd. ...

Policy & Regulation • 18 October 2018

TH Real Estate has announced the appointment of Nicholas Lim as its new analyst, debt strategies, in Australia....

People & Products • 19 October 2018

Money Management looked at the fees and returns of Australian broad cap equity funds and found four low-fee funds producing top-quartile returns. ...

Funds management • 19 October 2018

Wealth Defender’s independent directors have recommended shareholders accept WAM Capital’s takeover offer, free of defeating conditions....

Funds management • 19 October 2018

Low-cost multi-asset funds are likely to experience higher volatility when markets decline, according to Zenith....

Funds management • 19 October 2018

Australian and Japanese asset managers, distributors and regulators have expressed their support for the Asia Funds Region Funds Passport....

Funds management • 19 October 2018

The Australian Securities and Investments Commission said it will commence a review of school banking programs in primary schools....

Policy & Regulation • 19 October 2018

The finalists have been named in the Money Management/Dexx&R Adviser Choice Risk Awards in a tight race for the honours....

Life/Risk • 19 October 2018

The Royal Commission has unsurprisingly hit consumers’ satisfaction with the banks, with negative sentiment toward the Big Four accounting for most of the drop....

Financial planning • 19 October 2018

The Australian Securities and Investments Commission is arguing that giving it product sales training intervention powers may reduce the need for it to take extreme actio...

Policy & Regulation • 19 October 2018

Industry superannuation funds have questioned why product manufacturers such as investment managers have been “carved-out” of the Government’s new laws around design and ...

Policy & Regulation • 19 October 2018

Prime Financial has appointed a new CFO following the resignation of Simon Munday. [P&P]...

People & Products • 19 October 2018

Simon Steele writes that hunting out stocks that grow their cashflows even during tough times for markets can see investors not only preserve value but also grow their re...

Expert Analysis • 19 October 2018

A decade on from the fall of Lehman Brothers, Jeffrey Kleintop looks at what market shocks and vulnerabilities have the potential to spark another financial crisis should...

Expert Analysis • 19 October 2018

Outsider was gratified to read that Financial Services Council chief executive, Sally Loane never thought about quitting after what some in the industry believed was a le...

Outsider • 19 October 2018

Outsider has no problem acknowledging “bank-bashing” as one of the great Aussie past times....

Outsider • 19 October 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 2 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

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

5 days 20 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 ago