Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...
The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....
With the share price of Pinnacle up more than 800% over the last five years, why are asset managers reluctant to invest in their competitors?...
Income investors can be reassured that dividends are returning, according to Redpoint, but banks won’t reach their pre-COVID levels until 2023 unless they spend to fight ...
There are quality assets for sale in the financial advice space, according to AZ Next Generation Advisory, and competition is set to increase until the educational standa...
As they make up only a fraction of complaints to the Australian Financial Complaints Authority, advisers should not be relied on to fund the compensation scheme of last r...
Given the ongoing ultra-low numbers of new advisers entering the industry post 2018, adviser losses equate to around 760 advisers each year since, according to Wealth Dat...
Outsider was amused when he caught wind that ex-Centrepoint Alliance CEO Angus Benbow had surfaced at a place one might call ‘worlds apart’ from his previous firm....
Outsider was shocked to hear during a Parliamentary committee that consuming financial news was not recommended as a substitute for obtaining professional financial advic...
The acquisition of the US investment manager will double its US funds under management and total group funds under management is now around $140 billion....
Another day and another board appointment for Michael Dwyer and Outsider wonders where he finds the time. ...
Taking a long/short approach can pay off for investors, writes Jun Bei Liu, as they make increased allocations to alternatives....
The last quarter of the financial year saw the investment manager’s assets under management rise to $98.3 billion, and its funds under advice increase 6%....
State Street Alpha chief operating officer, James Lowry, will join Janus Henderson in October from the London office....
The UK went through its Retail Distribution Review in 2012, writes Chris Mather, so what can it teach Australia about the evolving financial advice system?...
Flows into thematic ETFs grew by 29% in the first half of 2021, writes Arian Neiron, as investors seek long-term investment themes....
Clime Investment Management has announced the appointment of Jason Gapps as national practice manager at Madison Financial Group. ...
As numerous studies and roundtables have failed to find a successful financial advice model, collaboration between stakeholders could be the solution, writes Neil Macdona...
As we enter a new financial year, Laura Dew explores the year that was and which asset classes performed best over the period. ...
Around three-quarters of financial advisers will have to fund the cost of the Compensation Scheme of Last Resort, and the range of products included in the government’s p...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...