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....

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

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...

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

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....

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. ...

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...

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...

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....

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...

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

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...

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...

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...

Australian Ethical has announced its funds under management has reached over $5 billion during the first half of FY21....

People who dob-in instances of misconduct will have the opportunity to seek legal immunity under new arrangements being put in place by the Australian Securities and Inve...

IOOF’s acquisitions and consequent strategies have seen it post a solid first-half and deliver a special dividend....

Jacquie Arnott has been appointed by the global asset manager to lead its wholesale and family office distribution for Australia and New Zealand....

New Zealand life and health insurance provider Partners Life has chosen FINEOS as its new claims system....