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Eleanor Cheng, former Morningstar risk director, has joined the investment consulting firm as a consultant....

People & Products • 26 April 2021

Madison Financial chief executive, Annick Donat has been appointed the new chief executive of Madison parent company, Clime Investment Management Limited....

People & Products • 26 April 2021

As the end of financial year approaches, Anna Mirzoyan gives financial advisers tips and strategies to use with clients and the traps to avoid....

Tools & guides • 26 April 2021

Venture capitalist, Mark Carnegie has launched a crypto-focused fund. ...

Funds management • 27 April 2021

The listed securities manager says real estate investment trusts could be used as an inflation hedge, bucking conventional wisdom. ...

Funds management • 27 April 2021

The listed investment companies and listed investment trusts sector has regained $13 billion in market capitalisation as the sector has generated return and income during...

Funds management • 27 April 2021

Investors will have easier access to listed hybrid securities from the big four banks which could offer income in a low-rate world thanks to a new BetaShares exchange tra...

Funds management • 27 April 2021

As COVID-19 social security measures have ended, the most asked about topics from financial advisers during the first quarter of the year were on longer-term retirement p...

Financial planning • 27 April 2021

Questions posed via a Parliamentary Committee may have been aimed at extracting expenditure information from major superannuation funds but they have confirmed just how d...

Superannuation • 27 April 2021

Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....

Financial planning • 27 April 2021

Tom Nash has been appointed as portfolio manager of the asset manager’s Australian fixed income team....

People & Products • 27 April 2021

Issuance of green bonds almost tripled to $111 billion in the first quarter, compared to the same period a year ago, as investors seek alignment with climate-risk and env...

Funds management • 28 April 2021

Despite 83% of individual investors wanting investments that align with their values, just 16% of financial advisers in Australia say they have been asked about environme...

Financial planning • 28 April 2021

China’s largest money market fund has been warned to reduce its fund size, due to the links with Ant Group, in a regulatory first for Chinese funds. ...

Funds management • 28 April 2021

Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....

Financial planning • 28 April 2021

The major financial planning representative groups have met informally to discuss the direction of policy amid the Australia Securities and Investments Commission’s conti...

Financial planning • 28 April 2021

Administration fees are one of the biggest drains on retirement savings and including them in the test will drive fast improvements to the super savings of over a million...

Superannuation • 28 April 2021

If the Australian Securities and Investments Commission had been tougher on the major banks and AMP over advice failings, small licensees would not be forced into paying ...

Financial planning • 28 April 2021

Suncorp has largely totally exited wealth, selling its superannuation business to LGIA Super which is currently in merger talks with Energy Super....

Superannuation • 28 April 2021

The integration will allow AdviceOS users to pull client data from myprosperity....

People & Products • 28 April 2021
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MARKET INSIGHTS

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

1 week 5 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...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks ago

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...

3 weeks 6 days 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 ...

2 weeks 4 days ago