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Boutique financial and investment strategy firm, Profile Financial Services, has appointed general manager, Lena Ridley, to head the firm....

People & Products • 27 September 2021

Ox Capital Management has announced the launch of its flagship emerging market equity fund....

Funds management • 28 September 2021

The fund is targeting Australian investors looking for mid to large-cap companies contributing to sustainable development, with a focus on long-term capital growth over m...

People & Products • 28 September 2021

Despite potential short-term volatility in markets, central banks will proceed cautiously with tapering monetary stimulus to minimise the risk of jeopardising the COVID-1...

Funds management • 28 September 2021

The draft legislation will codify the obligation for superannuation trustees to have a retirement income strategy which outlines how they plan to assist their members....

Policy & Regulation • 28 September 2021

Any restrictions on ownership across funds would be concerning to the banking system, according to the Commonwealth Bank of Australia....

Funds management • 28 September 2021

Regulatory scrutiny of big technology firms should be an opportunity for fund managers rather than a headwind as they present the chance for firms to improve....

Funds management • 28 September 2021

The investment funds legislation bill will create an unfair advantage for the Future Fund if the exemption for portfolio holdings disclosure is not extended to superannua...

Superannuation • 28 September 2021

Advisers say they are seeing a light at the end of the tunnel for the first time in a while after a challenging period of regulatory change....

Financial planning • 28 September 2021

John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients....

Tools & guides • 28 September 2021

Dugald Higgins has been promoted to the expanded role of head of responsible investment and real assets....

People & Products • 28 September 2021

AMP Capital has announced the appointment of Robert Hattersley as its new chief investment officer – real estate....

People & Products • 28 September 2021

The fund is making a takeover bid for PM Capital Asian Opportunities fund, an offer which is “clearly superior” to an existing proposed scheme of arrangement with a rival...

Funds management • 28 September 2021

The composition of asset classes may be impacted more by climate change than expected returns over the next five years, as Robeco anticipates more issuance of shares and ...

Funds management • 29 September 2021

The MFS Global New Discovery Trust, which has been available in the US since 2011, will now be available to Australian and New Zealand investors....

People & Products • 29 September 2021

The difference between an adviser being able to implement portfolio changes immediately compared to six weeks has a material impact on client outcomes, according to model...

Financial planning • 29 September 2021

Financial wellbeing has become more front of mind for a majority of investors since the outbreak of the pandemic with almost half intending to save and invest more, accor...

Funds management • 29 September 2021

Although self-managed superannuation funds are exempted from developing a retirement income strategy, fund should not ignore the spirit of the law, according to the SMSF ...

Superannuation • 29 September 2021

China is “well progressed” through its period of regulatory scrutiny of technology firms which means companies are considering its long-term potential again, according to...

Funds management • 29 September 2021

A whitepaper from Ignition Advice has dispelled the myths regarding digital advice take-up, including concerns the corporate regulation will not find it compliant....

Financial planning • 29 September 2021
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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 1 day ago

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

3 weeks 6 days 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”....

2 weeks 6 days ago