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A major industry superannuation fund has revealed how it brought comprehensive financial advice in-house and outsourced the provision of intrafund advice to Mercer via an...

Financial planning • 16 September 2020

Global financial services house, State Street is working with AUSTRAC after receiving a formal infringement notice over weaknesses in its international funds transfer ins...

Policy & Regulation • 16 September 2020

Bank of America Australian global markets chief operating officer, Rhys Cahill, has been appointed general manager – business at Talaria Capital....

People & Products • 16 September 2020

Strong listed share market returns were the main drivers of growth fund performance during August with Australian shares returning 3% and international shares returning 5...

Superannuation • 16 September 2020

The possible geopolitical ramifications of the upcoming US election should not be underestimated, according to Eaton Vance. ...

Funds management • 17 September 2020

Despite a pandemic and high unemployment levels, retail sales and residential prices will not follow the doomsday script, according to Quay Global Investors....

Funds management • 17 September 2020

Although the major US tech stock returns have seen an impressive 2020 it is unlikely to be sustainable, according to Bell Asset Management....

Funds management • 17 September 2020

Investors and trustees need to ask fund managers for reporting metrics on specific environmental, social, and governance issues they claim they are solving, according to ...

Funds management • 17 September 2020

Governments and regulators trying to change the past in financial advice have placed its future at serious threat, according to financial planning broker, Paul Tynan....

Financial planning • 17 September 2020

Non-advised clients were more likely to switch their investments to cash or increase cash allocations during the pandemic than advised ones, according to the Australian S...

Financial planning • 17 September 2020

New data has revealed how thousands of superannuation fund members and a few super fund trustees crystallised their losses in a 30-day period of turmoil generated by the ...

Superannuation • 17 September 2020

CountPlus member firm AdviceCo has announced it has completed a tuck-in acquisition of the accounting revenues of Arch Capital under the CountPlus ‘owner-driver, partner’...

Financial planning • 17 September 2020

Netwealth has formed a strategic partnership with specialist fintech data solutions provider Xeppo and will purchase an initial 25% equity stake....

People & Products • 17 September 2020

Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....

Funds management • 17 September 2020

Despite the average Australian equity fund returning 41% over the last five years, fears of underperformance and hidden fees are the biggest challenges for firms to dispe...

Funds management • 18 September 2020

Having increased their allocations to emerging markets, this has now left investors fearful over the trade tensions countries are having with China. ...

Funds management • 18 September 2020

The average performance of Australian and international bonds has been in line with each other, but international bonds have reported more negatively-performing funds ove...

Funds management • 18 September 2020

Despite the surprise of a drop in the unemployment rate to 6.8%, it covers up a weaker underlying market story, according to BetaShares’ chief economist....

Financial planning • 18 September 2020

Despite the challenging period and first recession in Australia in 30 years, consumer spending, particularly in categories such as furniture, home improvement and electro...

Funds management • 18 September 2020

While recovery momentum helped bolster account balances in August, the second half of 2020 will be dependent on COVID-19 infection rates and the gradual easing of restric...

Superannuation • 18 September 2020
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 1 day ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

4 days 3 hours ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 1 day ago