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As COVID-19 has ravaged virtually every asset class this year, private equity might offer an alternative that avoids “market noise”, according to Schroders. ...

Funds management • 30 October 2020

Data released by IOOF has confirmed that financial advisers played an important role in ensuring clients did not make unwarranted use of the Government’s early release su...

Financial planning • 30 October 2020

While the top five biggest financial planning groups have reported a total loss of more than 900 adviser roles year to date, this week saw a formation the fifth largest g...

Financial planning • 30 October 2020

AMP has confirmed a takeover bid from major US player, Ares Management Corporation....

Funds management • 30 October 2020

Outsider knows that there are those who believe that some inhabitants of Sydney’s so-called big end of town occasionally indulge in illicit substances reflective of their...

Outsider • 30 October 2020

Former MLC Life Insurance business development manager and NextGen graduate Sarah Congdon will replace Jason Milosevski....

People & Products • 30 October 2020

At the time of writing, Australian Securities and Investments Commission chair, James Shipton remains stood aside awaiting a Treasury-instigated independent review of the...

Outsider • 30 October 2020

Outsider knows what it’s like to be treated like a mushroom. He is not unfamiliar with being kept in the dark and being fed execrable information....

Outsider • 30 October 2020

Anne Ward, chair of Colonial First State and Avanteos Investments, will retire from the board at the end of the year as the Commonwealth Bank looks to sell CFS to KKR....

People & Products • 30 October 2020

Recent events have highlighted the importance of the ESG characteristics of real asset investments as part of COVID-19 recovery programmes and to futureproof portfolios, ...

Expert Analysis • 30 October 2020

Rates are likely to be lower for longer globally, writes Daniel Gerard, so it is up to advisers to help adjust their clients’ return expectations to the new rate environm...

Expert Analysis • 30 October 2020

After a decade in responsible investing, Stephane Andre and Bruce Smith, share what they have learnt and how the ESG environment has changed....

Expert Analysis • 30 October 2020

​As a part of its wealth management series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. ...

Features • 30 October 2020

The Financial Planning Association has confirmed a 6.6% decline in membership but has pointed to its books being in good shape....

Financial planning • 30 October 2020

The two largest financial planning organisations have increasingly been singing from the same hymn book in delivering their policy messages to Canberra but they are still...

Features • 30 October 2020

The standing aside of Australian Securities and Investments Commission chair, James Shipton, points to fundamental issues with respect to the regulator....

Editorial • 30 October 2020

Michael Nowak will be the new president, with Sam Perera as vice president and Matthew Hawkins as treasurer, with all state directors confirmed as well....

People & Products • 30 October 2020

For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...

Rate the raters • 31 October 2020

Zenith Investment Partners has announced the winners of its annual Fund Awards, recognising excellence in funds management across 22 categories....

Funds management • 2 November 2020

Sydney-based Strathnaver Capital, led by Richard Borysiewicz, has been appointed marketing agent for Lion’s Asian private equity strategy....

People & Products • 2 November 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 former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day 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 ago

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

3 days 1 hour ago