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As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...

Financial planning • 10 September 2020

OpenInvest has added BlackRock model portfolios to its platform, at the same time as appointing Spiro Pappas as its chairman, with further firms expected to be added in t...

Financial planning • 10 September 2020

The Administrative Appeals Tribunal has set aside the disqualification of SMSF auditor John Gilliland by the Australian Securities and Investments Commission....

Financial planning • 10 September 2020

The ASX Small Ordinaries returned 7.25% in August and one fund has returned 23% over the past year. ...

Funds management • 11 September 2020

Regis Healthcare’s share price has fallen 50% since the start of the year but Investors Mutual is retaining its exposure....

Funds management • 11 September 2020

A high weighting to consumer discretionary stocks has worked in favour of Australian equity funds with those funds significantly outperforming their peers and two reporti...

Funds management • 11 September 2020

European alternatives funds have surpassed €2 trillion in assets under management for the first time, with France and Germany standing out....

Funds management • 11 September 2020

The proceeds of the raise will be used to support business development and product research. ...

Funds management • 11 September 2020

Institutional investors are looking to increase their allocations to emerging markets both in equity and fixed income over the longer term....

Funds management • 11 September 2020

Charter Hall Group has extended its partnership with BP by creating a new fund that has acquired a 49% interest in a NZ$534 million portfolio leased to BP in New Zealand....

Funds management • 11 September 2020

The country may be in a recession with record low interest rates but it can still expect cash returns of 0.2% in 2021. ...

Financial planning • 11 September 2020

Advised and non-advised SMSF clients could be a target market for the US boutique active manager as it seeks to make Australia its second-largest market. ...

Superannuation • 11 September 2020

Firms are finding it harder to assess modern slavery risks when companies cannot be visited in person due to travel restrictions. ...

Funds management • 11 September 2020

Investors can look to capture price movements, high yield markets, or extend duration if they want to maintain income levels to what they have been used to in the past, a...

Funds management • 11 September 2020

With all the economic uncertainty created by the COVID-19 pandemic, many retail outlets managed to come out on top largely due to consumers moving to online shopping. ...

Funds management • 11 September 2020

Hostplus openly offered members comprehensive advice around the Government’s hardship early release scheme but most only wanted general advice about how it worked and how...

Financial planning • 11 September 2020

AMP was both legally and morally within its right to amend buyer of last resort arrangements which had become commercially unsustainable, according to the company’s chief...

Financial planning • 11 September 2020

The Small Business Ombudsman has weighed into the volatile political area of superannuation by pushing a two-year pause in the superannuation guarantee offset by cuts to ...

Superannuation • 11 September 2020

The bank has announced it will cut 550 jobs and create 180 new jobs but the Finance Sector Union says this will not guarantee employees made redundant will be redeployed ...

Financial planning • 11 September 2020

Former investment analyst, Michael Ming Jinn Ho, has been sentenced to three years imprisonment for insider trading in Bing Un Limited shares....

Policy & Regulation • 14 September 2020
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MARKET INSIGHTS

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

2 weeks 3 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...

3 weeks 3 days ago

So we are now underwriting criminal scams?...

6 months 4 weeks ago

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

2 weeks 5 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 2 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...

4 days 8 hours ago