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Retirees should review their income-generating strategies in light of the Reserve Bank of Australia’s second rate cut as it will mean they receive less income from their ...

Financial planning • 3 July 2019

AMP Limited has upped the ante on its managed accounts presence, announcing key initiatives based around its MyNorth platform....

Financial planning • 3 July 2019

Despite a bid from New Zealand’s FNZ, the board of GBST has decided to recommend a takeover bid by SS&C....

Funds management • 3 July 2019

Despite falling house prices, Australian-listed property funds soared during the 2018/19 financial year with over half of the sector returning more than 15 per cent....

Funds management • 3 July 2019

Platform provider HUB24 has dismissed a newspaper report that a combination of recent interest rate cuts and the fees it charges have left some financial planning clients...

Funds management • 3 July 2019

Superannuation consultancy JANA has announced it has just broken the 100-headcount milestone, with the company supporting year-on-year growth with a 16 per cent increase ...

People & Products • 4 July 2019

GROW Super launches own superannuation platform...

People & Products • 4 July 2019

The Australian Securities and Investments Commission has proposed to provide licensing relief for foreign financial services providers of funds management services in Aus...

Funds management • 4 July 2019

Australian small and mid-cap funds have seen the biggest fall from grace in the ACS sectors over the past year, falling from best-performing sector in 2018 to one of the ...

Funds management • 4 July 2019

Just days out from the close of enrolments for the Financial Planning Association’s Certified Financial Planning designation, the organisation’s chief executive, Dante De...

Financial planning • 4 July 2019

RBC Investor & Treasury Services, a part of the Royal Bank of Canada, has been appointed custodian and administrator for new boutique fund manager, Melior Investment Mana...

Funds management • 5 July 2019

Lonsec Research has announced it has granted a ‘recommended’ rating to the WCM Quality Global Growth Fund....

Funds management • 5 July 2019

China funds have seen positive returns this year despite volatility caused by the US/China trade war with one fund in particular achieving returns of almost 30 per cent....

Funds management • 5 July 2019

Investors of the Australian long/short sector will be disappointed with the underperformance of the Australian shares long/short sector if they remain focused on short-te...

Funds management • 5 July 2019

Zenith Investment Partners has upgraded its rating for the Platypus Australian Equities Fund to ‘recommended’....

Funds management • 5 July 2019

Adviser Ratings has launched a crowd funding campaign to help improve the institutional conduct and transparency in the wealth management industry....

Financial planning • 5 July 2019

PM Capital-managed funds have announced the appointment of Chris Knoblanche as a non-executive director of the company....

People & Products • 5 July 2019

Australian Ethical has posted that its underlying profit after tax for the 12 months ending June 30, will be represent a 30 per cent increase year-on-year....

Financial planning • 5 July 2019

Four in five advice firms are likely to invest more in client engagement AdviceTech this financial year than in the previous one, with the use of scaled advice technologi...

Financial planning • 5 July 2019

Questions are being raised about funds holding illiquid assets after the suspension of a £3.7 billion fund run by Neil Woodford. ...

Funds management • 5 July 2019
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

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