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Investors need to watch out for trade tensions, weakening macroeconomic momentum, and the spread between quality and value, according to Martin Currie....

Funds management • 8 November 2019

The compounding effect of poor downside capture could have a devastating effect on retirement portfolios, according to Fidelity....

Funds management • 8 November 2019

A number of Pendal funds failed to make a return during FY19 as the business faced multiple challenges resulting in a reduced profit for the first time in eight years....

Funds management • 8 November 2019

The common theme of the worst performing Australian equity funds was a focus on financial services holdings and little in property....

Funds management • 8 November 2019

Pengana looks to expand into the US market through the Chicago-based manager’s global small cap capabilities....

Funds management • 8 November 2019

The sector recorded a 20% growth year to date and the September quarter finished with a record high US$5.8trillion ($8.4 trillion) in assets under management, according t...

Funds management • 8 November 2019

Industry superannuation funds have welcomed an announcement by the Australian Prudential Regulation Authority that it will begin collecting data on choice superannuation ...

Superannuation • 8 November 2019

HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield, according to a report....

Financial planning • 8 November 2019

The Australian Securities and Investments Commission has provided a Parliamentary Committee with data confirming that self-managed superannuation funds with balances belo...

Superannuation • 8 November 2019

Self-employed advisers working under National Australia Bank will find themselves moved to annual fee agreements in the first half of next year....

Financial planning • 8 November 2019

The FASEA September exam saw a pass rate of 88%, down 2% from the inaugural exam in June....

Financial planning • 8 November 2019

The guide will encourage super funds, fund managers, and other investors to strengthen their own reporting under the new Modern Slavery Act 2018 law....

Policy & Regulation • 11 November 2019

Board gender diversity has helped drive equity returns for both US and international markets, according to Calvert’s research....

Funds management • 11 November 2019

The investment manager has made five global appointments including its new head of FSI Ireland to help service EU clients....

People & Products • 11 November 2019

Financial advisers looking for certainty around the Financial Adviser Standards and Ethics Authority exam timetable are faced with the reality that Parliament is fast run...

Financial planning • 11 November 2019

First Nations Foundation has launched the program to help indigenous people better understand financial concepts in a way unique to their communities....

Financial planning • 12 November 2019

Business leaders’ confidence in the economy has entered negative territory, according to The Executive Connection CEO Confidence Index....

Financial planning • 12 November 2019

Retiree fund members would benefit twice as much if super funds cleaned up implementation leakages, according to Parametric....

Superannuation • 12 November 2019

Most Australian retirees are not involved with any financial professionals and navigate their way through their retirement finances independently, according to Franklin T...

Financial planning • 12 November 2019

The Commonwealth Bank has provided a broadly positive first quarter trading update including the costs so far associated with advice remediation....

Financial planning • 12 November 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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So we are now underwriting criminal scams?...

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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...

3 weeks 5 days ago

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 ...

2 weeks 3 days ago