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Pengana Capital Group has announced plans to launch a global private equity listed investment trust, which aims to raise between $250 million and $1 billion....

Funds management • 31 January 2019

BT Panorama is set to surpass $15 billion in funds under administration with a 75 per cent increase in net flows after introducing open platform pricing. ...

Funds management • 31 January 2019

The Australian Securities and Investments Commission has cancelled the license of managed discretionary account provider, Jade Capital and banned one its directors, James...

Policy & Regulation • 31 January 2019

The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...

Financial planning • 31 January 2019

The Alphinity Global Equity fund has received a ‘recommended’ rating from Zenith Investment Partners....

Funds management • 1 February 2019

Vanguard has announced the appointment of Kim Petersen to its Australian executive team as chief information officer Asia Pacific....

People & Products • 1 February 2019

Zenith has announced it will start coverage of the recently launched BetaShares Legg Mason Fixed Income Active exchange traded fund....

Funds management • 1 February 2019

The inclusion of China A-Shares in major indices would help open investment opportunities, in particular for active fund managers, according to Zenith....

Funds management • 1 February 2019

DomaCom has announced that it has partnered with one of Australia’s big four banks to launch a six-month pilot for fractional investment....

Funds management • 1 February 2019

An independent adviser survey has seen advisers give OnePath’s life insurance underwriting engine an ‘excellent’ rating. ...

People & Products • 1 February 2019

Boutique funds manager which invests in alternatives, Spire Capital has announced it raised AUD$175 million in aggregate in 2018....

Funds management • 1 February 2019

The Federal Assistant Treasurer has reiterated the Coalition’s commitment to superannuation reform, in a statement that hit strongly against the Labor party as election f...

Superannuation • 1 February 2019

Ahead of the Royal Commission’s final report’s release on Monday, advisers could benefit from considering a fee structure that places the value clients receive from advic...

Financial planning • 1 February 2019

The SMSF Association has strengthened its opposition to any outright ban on limited recourse borrowing arrangements, instead calling for an increase in consumer protectio...

SMSF • 1 February 2019

With ongoing credit tightening post the Royal Commission pressuring house prices, Money Management looked at the performance of the state residential property indices to ...

Funds management • 1 February 2019

A new white paper has argued for the life/risk sector to adopt a new approach to income protection reflecting the reality of economic conditions and earnings....

Life/Risk • 1 February 2019

The Financial Planning Association has hit back at Industry Super Australia claims in a Parliamentary Committee submission that it should not be assumed financial adviser...

Financial planning • 1 February 2019

The Money Management Fund Manager of the Year Awards is a well-known and not to be missed event, attracting over 400 attendees on the night....

Past events • 1 February 2019

The Asian Region Funds Passport (ARFP) is now open for business and expected to provide a ticket to a financial services export boom, according to the Financial Services ...

Funds management • 4 February 2019

Both the Royal Commission final report and FASEA’s reforms could intensify changes already underway to how financial planning businesses are bought and sold....

Financial planning • 4 February 2019
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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’...

7 hours 58 minutes ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 4 days 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....

3 weeks 6 days ago

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

3 days 1 hour 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...

1 week 4 days ago