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The increased allocation to cash by many investors has cost them 4% to 5% a year over the long-term and advisers need better diagnostic tools to accurately assess the cli...

Financial planning • 10 November 2020

After announcing it is producing a COVID vaccine, Money Management looks at which funds have the highest allocation to the biotech company....

Funds management • 10 November 2020

Markets, which are already in a bullish mood due to the incoming Biden administration, are overthinking the positive vaccine news, deVere Group believes. ...

Funds management • 10 November 2020

CountPlus has driven an internal transaction aimed at increasing the scale of its member firms....

Financial planning • 10 November 2020

Newly public submissions to the Financial Adviser Standards and Ethics Authority pointed to consumer groups having been insistent on key changes to the Code of Ethics whi...

Financial planning • 10 November 2020

The corporate regulator’s ban on Perth self-managed super fund adviser Wayne Blazejczyk has been upheld by the Administrative Appeals Tribunal....

Financial planning • 10 November 2020

Rod Bristow has resigned from Clime Investment Management with immediate effect....

People & Products • 10 November 2020

China has key attributes that could make the country a leading global currency issuer, according to Fitch Ratings....

Funds management • 11 November 2020

Arlene Caolboy has been fined $40,000 for claiming she was a registered tax agent and unlawfully providing tax agent services....

Financial planning • 11 November 2020

A Rice Warner report, to be launched later this month, will look at when self-managed superannuation funds are most cost-effective....

Superannuation • 11 November 2020

The 60/40 split between equities and bonds has been a reliable strategy for mixed asset allocators in the past, but the new market environment has challenged the future o...

Funds management • 11 November 2020

A designation of work by two Griffith University academics as “consultancy/commercial research” has raised questions about the status of a 2018 submission to the Financia...

Financial planning • 11 November 2020

In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...

Financial planning • 11 November 2020

Assets in exchange-traded funds increased in October by four times as much as in September, taking one Australian equities ETF to more than $6 billion in assets....

Funds management • 12 November 2020

Reasons cited by Aussies for not investing included a preference to keep money in a bank account, belief it was too risky and lack of financial education. ...

Funds management • 12 November 2020

While initial public offering listings have fallen overall this year, one firm which went ahead with its Australian Securities Exchange float has returned 200% since its ...

Funds management • 12 November 2020

As markets react to the news of a successful COVID-19 vaccine trial from US pharma Pfizer and German biotech firm BioNTech, there are just three funds holding these stock...

Funds management • 12 November 2020

The cost-efficiency and easy access to the market has helped increase exchange traded fund trading activity during the COVID-19 pandemic, according to ETF Securities. ...

Funds management • 12 November 2020

Superannuation funds could be rewarded in investment performance by tax-managing its responsible investing while holding companies to account, according to Parametric. ...

Superannuation • 12 November 2020

The collaboration aims to better understand and improve the current state of mental health of financial advisers in Australia....

People & Products • 12 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 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...

2 weeks 6 days ago

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

2 days 18 hours ago