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Can advisers convert grandfathered commissions to adviser service fees? Maybe. And the Association of Financial Advisers has provided a decision-tree to help its members ...

Financial planning • 10 September 2019

Most of the new equity funds given Crown ratings only received one to two Crowns, according to FE/Fundinfo data....

Features • 10 September 2019

The fund managers that received the most five Crown downgrades had a lot of 19 mixed asset funds demoted collectively, data finds....

Features • 10 September 2019

Funds with a small-cap bias were the big winners in the latest quantitative FE.Fundinfo Crown Ratings, writes Laura Dew , with five small-cap funds being upgraded to five...

Features • 10 September 2019

The corporate watchdog has appealed to the Federal Court against its decision that the bank did not breach the Credit Act....

Financial planning • 10 September 2019

Three fund managers have received multiple five Crown upgrades this year for their funds, writes Laura Dew, with IPAC Asset Management emerging victorious with 12 five Cr...

Features • 10 September 2019

The Queensland-based firm has until February 2020 to comply with outstanding obligations....

Financial planning • 10 September 2019

Assembly Funds Management has exceeded its first close target with the launch of the Australian Diversified Property Fund....

Funds management • 11 September 2019

FTSE Russell has licenced to the Bank of New Zealand it’s custom index, which is based on the FTSE Global Choice Index Series....

Funds management • 11 September 2019

Business confidence in Australia rose 0.3% in August as more firms feel next year will be a good time to invest in their business. ...

Financial planning • 11 September 2019

Insight Investment has been awarded a mandate from Zurich Australia’s investments business, Zurich Investment Management....

Funds management • 11 September 2019

An active and a passive fund have achieved the same returns over five years, making them the joint best-performing funds in the ACS Fixed Interest – Australia Bond sector...

Funds management • 11 September 2019

Financial services product providers have been urged not to move ahead of the Government’s January, 2021, timeframe in turning off grandfathered commissions....

Financial planning • 11 September 2019

Legislation has moved through Parliament to end adviser grandfathered remuneration with the Association of Financial Advisers arguing that there was no balanced consultat...

Financial planning • 11 September 2019

Strategic stock selection combined with appropriate diversification and a modicum of luck represented the keys for the fund managers who emerged best in the latest quanti...

Funds management • 11 September 2019

AllianceBernstein has announced that its AB Concentrated Global Growth Managed Portfolio is now available on Netwealth platform....

Funds management • 11 September 2019

The Federal Government has tabled exposure draft legislation which would give the Australian Securities and Investments Commission phone tapping and search warrant powers...

Policy & Regulation • 11 September 2019

Donna Crawford has been appointed by Janus Henderson as head of operations for Australia....

People & Products • 12 September 2019

The Financial Services Council of New Zealand has released a new discussion paper which aims to identify six key issues for KiwiSaver 2050....

Superannuation • 12 September 2019

Advisers have an opportunity to educate New Zealanders that life insurance is vital, according to the Financial Services Council of New Zealand....

Financial planning • 12 September 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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