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Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring publicly-listed Chant West Holdings....

Funds management • 1 July 2020

MCR Partners has been banned from lodging complaints under the first invocation of rule 2.2, which excludes complainants represented or assisted by an agent receiving rem...

Policy & Regulation • 1 July 2020

Stamp duty on life insurance is one of the most inefficient taxes in the economy and cost Australians $644 million in 2018/19, according to the Financial Services Council...

Life/Risk • 2 July 2020

CountPlus member firm Twomeys has acquired client accounting-based services Cultiv8 Accounting. ...

Financial planning • 2 July 2020

Managed discretionary account provider Implemented Portfolios Limited has entered into agreement with adviser group Wealth Today to provide individual managed accounts. ...

People & Products • 2 July 2020

The looming dividend cuts have stressed the danger for equity investors relying on dividend yields alone, according to First Sentier Investors....

Funds management • 2 July 2020

The firm is reducing its management fees across 16 funds in October to ensure its fee levels are competitive....

Funds management • 2 July 2020

Australians have much to gain from the Government keeping superannuation compulsory and plenty to lose if it does not, according to a new industry white paper....

Superannuation • 2 July 2020

Plaintiff law firm, Slater and Gordon has claimed AMP Limited has only itself to blame for exposure to class action lawsuits, not its financial planners....

Financial planning • 2 July 2020

With the cost of Commerce-related degrees rising by 28% the Association of Financial Advisers is pointing to additional impact on a planning industry already hit by advis...

Financial planning • 2 July 2020

The Government’s hardship early release superannuation scheme has “wiped out” the retirement balances of hundreds of thousands of Australians, according to Industry Super...

Superannuation • 2 July 2020

The regulator has imposed a new licence condition that will require the firm to record how it considers members’ best interests and members’ priority covenants when makin...

Superannuation • 2 July 2020

As we enter a new financial year, Money Management explores which sectors had the best performance during the full year 2019/20....

Funds management • 3 July 2020

With turbulent markets in 2019/20, it was healthcare and technology stocks that led the best performance in the ASX 200....

Funds management • 3 July 2020

As markets weathered the market crash caused by the COVID-19 pandemic, the ASX Small Ordinaries lost 6% during the financial year but performance by the utilities sector ...

Funds management • 3 July 2020

Building resiliency in portfolios is key, with a focus on hedging the downside risk while also maintaining positive upside convexity, according to PIMCO....

Funds management • 3 July 2020

Schroders has launched a private equity fund for Australian investors in a move that will see more private assets solutions locally....

Funds management • 3 July 2020

The Australian real estate investment trust index lost 16.4% in the 12 months to 31 May, 2020, as people working from home due to the COVID-19 pandemic had a “profound im...

Funds management • 3 July 2020

Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...

People & Products • 3 July 2020

Fixed income offers protection in the current economic climate while doubts loom over company earnings. ...

Funds management • 3 July 2020
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 day 7 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

4 days 1 hour ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 5 days ago