Search Page

Displaying results 175821 - 175840 of 183025

 

Growth will be needed by investors in a risky environment like the one we are in, according Hamilton Lane....

Funds management • 15 July 2021

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

Financial planning • 15 July 2021

Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...

Financial planning • 15 July 2021

The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in driving up the cost of financial advice, according to indus...

Financial planning • 15 July 2021

Ashish Kochar will replace Amit Lodha as portfolio manager of the global equities fund who has stepped down to spend more time in India with his family....

People & Products • 15 July 2021

The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 relief measure....

Financial planning • 15 July 2021

Non-bank financial services – as well as banking and insurance – are among the lowest rated industries for trust, according to Roy Morgan....

Financial planning • 16 July 2021

Fidelity believes interest rates will rise sooner than forecasts, but because of the current temporary inflation, volatility will increase and interest rates will take on...

Funds management • 16 July 2021

Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....

Funds management • 16 July 2021

Investors are concerned around the uncertainty around the tapering of quantitative easing, the tail risk of transitory inflation and the Delta COVID-19 variant, according...

Funds management • 16 July 2021

Retirees need to consider their equity allocation differently to accumulation investors, according to Martin Currie, if they want to maintain a ‘sufficient income for lif...

Financial planning • 16 July 2021

Bell Asset Management is holding an underweight to Asia-Pacific as it is struggling to find smaller companies in the region that meet its environmental, social and govern...

Funds management • 16 July 2021

The COVID-19 vaccine roll-out may be slow in Australia but exposure to one of its creators has boosted the Platinum European fund after the company’s value doubled to US$...

Funds management • 16 July 2021

Pendal has seen record performance fees on its Australian funds, rising 29% to $16.4 million in the most recent quarter. ...

Funds management • 16 July 2021

There needs to be careful consideration on whether Treasury has the skill set and expertise to perform the Financial Adviser Standards and Ethics Authority functions and ...

Financial planning • 16 July 2021

Current environmental, social and governance funds that only screen out negative industries and are heavy on technology have “hamstrung” advisers looking for sustainable ...

Financial planning • 16 July 2021

More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...

Financial planning • 16 July 2021

The number of advisers has slightly stabilised after a couple of busy weeks at the end of the financial year, with numbers looking more optimistic in the coming weeks, ac...

Financial planning • 16 July 2021

The Commonwealth Director of Public Prosecutions has determined that no charges should be brought to AMP Financial Planning for its conduct into the alleged fees-for-no-s...

Financial planning • 16 July 2021

Draft legislation for the compensation scheme of last resort and financial accountability regime will be introduced, as well as a report from the corporate regulator on t...

Policy & Regulation • 16 July 2021
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

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

3 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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 1 day ago