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Ashneel Naidu, who was responsible for retail distribution to financial advisers in NSW and ACT at Vanguard, has been appointed to the role....

People & Products • 23 February 2021

ETF Securities has reduced fees on three of its products: Battery and Lithium ETF, ROBO Global Robotics and Automation ETF and Reliance India Nifty 50 ETF....

Funds management • 23 February 2021

The Legg Mason Brandywine Global Income Optimiser fund has been added to Macquarie Wrap....

Funds management • 23 February 2021

Fund selectors foresee using more model portfolios with clients in the future with over half saying they offer them a more consistent client experience, according to Nati...

Financial planning • 23 February 2021

Financial services firms appear to have been urged not to expect too much from the Australian Law Reform Commission’s review of financial services legislation and regulat...

Policy & Regulation • 23 February 2021

While the industry is working towards scaled SMSF advice, the Royal Commission and code of ethics has created a confidence issue in the industry, according to BT....

Superannuation • 23 February 2021

The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....

Financial planning • 23 February 2021

Some financial advisers want the Australian Securities and Investments Commission to make the more than 480 submissions received as part of its affordable advice review p...

Financial planning • 23 February 2021

The firm’s ‘clean’ sustainable financial advice model and its client-centric accounting and advice helped improve profitability for the first half of FY2021. ...

Financial planning • 23 February 2021

The group’s NPAT saw a 39% increase and a 41% EBITDA increase during the first half of FY21 as strategic transactions strengthened the company’s position....

Funds management • 23 February 2021

Just as retirees insure their homes, so too should they be able to protect (fully or partly) their equities exposure in a cost-effective, convenient way. Learn how. ...

Knowledge Centre • 23 February 2021

Serbia’s inclusion into JP Morgan’s Government Bond Index – Emerging Markets index represents new opportunities for alpha in the emerging markets debt sector and undersco...

Funds management • 24 February 2021

Wells Fargo is to sell its Wells Fargo Asset Management division to private equity firms GTCR LLC and Reverence Capital Partners, and appointed a former Legg Mason CEO as...

Financial planning • 24 February 2021

Following a unitholder vote, 13 First Sentier Investors funds will see a change in responsible entity from Colonial First State Investments to The Trust Company....

Funds management • 24 February 2021

There is still a place for fixed income in portfolios despite record low rates of 0.1%, according to Daintree Capital Management, with the firm considering expansion plan...

Funds management • 24 February 2021

Members in retail superannuation funds, especially those in funds run by one of the big four banks, were the least satisfied, according to Roy Morgan....

Superannuation • 24 February 2021

Superannuation funds are concerned that new regulations will place them at a disadvantage to fund managers when it comes to competing for investment talent....

Superannuation • 24 February 2021

Only 27 people used the Financial Planning Association’s Wellbeing service last year and the Association of Financial Advisers is also finding a low uptake with its menta...

Financial planning • 24 February 2021

CountPlus boss, Matthew Rowe, has forewarned shareholders to be ready to feel the revenue effects of the removal of grandfathering and product rebates but has claimed the...

Financial planning • 24 February 2021

Daniel McHugh has been appointed by Aviva Investors as chief investment officer of its real estate business, replacing Mark Versey who has been appointed as chief executi...

People & Products • 24 February 2021
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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

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks 1 day 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”....

3 weeks 6 days 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 5 days ago