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Digital transformation and consumer belt-tightening were beneficial for portfolios of Japanese investors during COVID-19 chaos, according to FSSA Investment Managers. ...

Funds management • 18 March 2021

Measures such as website traffic and shipping documentation can be useful tools in assessing a company’s performance, in addition to financial checks, according to Datt C...

Funds management • 18 March 2021

Australian and Asian investors are two to three years behind the environmental, social, and governance curve, according to Calastone....

Funds management • 18 March 2021

The tool will help advisers to deliver client investment and drawdown strategies for retirement....

People & Products • 18 March 2021

The threat of rising inflation has been voted as the largest tail risk for markets, surpassing the COVID-19 pandemic for the first time in a year, according to Bank of Am...

Financial planning • 18 March 2021

Underperformance included the lack of ability to demonstrate an understanding of different types of advice and the components of key advice documentation....

Financial planning • 18 March 2021

The Financial Planning Association has challenged the Tax Practitioners Board to explain why tax financial advisers should be required to do anything beyond meet the requ...

Financial planning • 18 March 2021

Synchron has issued an urgent call for life insurers to clarify responses to the new Unfair Contract Terms regime. ...

Financial planning • 18 March 2021

The Advisers Association is calling for the big banks who have exited wealth management to be charged a per-adviser exit tax to help defray the costs of the ASIC levy....

Financial planning • 18 March 2021

Link Group and Switzer Asset Management have re-launched the Switzer High Yield Fund as a quoted managed active exchange-traded fund. ...

Funds management • 18 March 2021

Westpac is exiting lenders mortgage insurance by selling the business to Arch Capital with appropriate warranties and indemnities....

Financial planning • 18 March 2021

CommBank has unveiled its own buy now, pay later service called Commbank BNPL but there are “fatal flaws” in the business, according to Datt Capital’s Emanuel Datt. ...

Funds management • 19 March 2021

The high valuations of technology firms could be challenged if inflation is to rise quickly, according to fund managers....

Funds management • 19 March 2021

Opportunities in the small-cap space have significantly increased in the last five years as there has been a “sea change” in firms’ ability to invent products that are gl...

Funds management • 19 March 2021

T. Rowe Price has increased its weighting to Japan at the expense of Europe as it feels the global trade outlook is a key driver for Japan while Europe is struggling with...

Funds management • 19 March 2021

Proactive management allows managers to move beyond traditional active and passive management approaches and capture a wider opportunity set in emerging markets, accordin...

Funds management • 19 March 2021

Proactive management allows managers to move beyond traditional active and passive management approaches and capture a wider opportunity set in emerging markets, accordin...

Funds management • 19 March 2021

Japanese funds have struggled to outperform the Nikkei 225 with no funds outperforming over three or five years and only one outperforming over the last decade....

Funds management • 19 March 2021

In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice documentation is a problem area with exam performance. ...

Financial planning • 19 March 2021

The Government is continuing to hedge its bets on delivering the scheduled increase in the superannuation guarantee to 10%. ...

Superannuation • 19 March 2021
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 6 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...

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So we are now underwriting criminal scams?...

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

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks 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 ...

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