Powered by MOMENTUM MEDIA
moneymanagement logo
 

Search Page

Displaying results 174581 - 174600 of 185071

 

Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...

Financial planning • 12 August 2020

While the median balanced superannuation option returned 0.9% in July, funds are still down 1.2% over the 12 months to July, according to SuperRatings....

Superannuation • 12 August 2020

Substantially exiting its wealth management businesses has helped the Commonwealth Bank post a solid result despite the pressures of COVID-19....

Financial planning • 12 August 2020

The failed pursuit of Westpac over responsible lending has cost the Australian Securities and Investments Commission nearly $1.9 million before it even accounts for Westp...

Policy & Regulation • 12 August 2020

The pandemic has given disruptive services the push needed to make remarkable growth and has helped one ethical/sustainable equity fund beat the rest, according to data. ...

Funds management • 12 August 2020

Ending the hardship early release superannuation regime on 30 December and proceeding with a lift in the superannuation guarantee to 12% are central to Government keeping...

Superannuation • 12 August 2020

The Australian Securities and Investments Commission has framed intra-fund advice in the same context as scaled advice....

Financial planning • 12 August 2020

Former ANZ private banking and advice head of research and governance, Amelia Kennedy, has been appointed by US-based global equities firm Wasatch Global Investors to lea...

People & Products • 12 August 2020

Superannuation funds would be able to deliver advice around the questions most asked by members via a record of advice under a proposal being backed by the Association of...

Financial planning • 12 August 2020

Bloomberg has launched a proprietary environmental, social and governance score to help investors quickly evaluate a company’s performance over a range of issues....

Funds management • 12 August 2020

Hanna Abdullah has been appointed as head of compliance – policy and regulation, working alongside head of compliance – advice assurance, Alison Massey....

People & Products • 12 August 2020

Canada-based CI Investments, a GFSM parent, has announced that the CI Munro Global Growth Equity fund will be available in three new series for Canadian retail investors....

Funds management • 12 August 2020

Superannuation members need to regularly check their balance given the scams and fraud activity surrounding the early release of super scheme, a super body has said....

Superannuation • 12 August 2020

British expats are likely to grow and safeguard their wealth by moving assets overseas as the United Kingdom enters a recession for the first time in 11 years. ...

Financial planning • 13 August 2020

Charter Hall Prime Industrial Fund will work with the Clean Energy Finance Corporation to showcase energy efficiency solutions, clean energy enabling activities as well a...

Funds management • 13 August 2020

Bell Financial Group has reported a pre-tax profit of $23.5 million and a 7% increase in revenue to $129 million in the first half of 2020. ...

Funds management • 13 August 2020

Magellan has announced the development of lower cost investment alternative for retail investors, which will be a series of diversified investment strategies. ...

Funds management • 13 August 2020

Some $10,000 invested in Australian shares 30 years ago would have grown to more than $130,000 this year, second only to US shares, according to Vanguard. ...

Funds management • 13 August 2020

While clients are keen on responsible investments they are limited to sector-specific investments and are unable to tailor their portfolios, according to a whitepaper....

Financial planning • 13 August 2020

Cautious mixed asset funds are holding up better than their more aggressive counterparts, despite improvements in equity markets towards the end of H1....

Funds management • 13 August 2020
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 1 day ago

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

4 weeks 1 day ago

So we are now underwriting criminal scams?...

7 months ago

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

3 weeks 2 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 ...

3 weeks 6 days 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 1 day ago