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Forager Funds Management is learning from earlier underperformance by taking a disciplined approach to its stock picks as fund assets increase....

Funds management • 14 May 2021

Investors are seeking the safe havens of cash amid rising bond yields as a cash exchange traded fund sees the highest inflows in April, according to BetaShares, and appea...

Funds management • 14 May 2021

MLC Life Insurance has paid only two claims for customers with the COVID-19 virus as Australia manages to see low numbers of cases. ...

Life/Risk • 14 May 2021

With Centrepoint Alliance returning 230%, which funds are offering exposure to the wealth management space?...

Funds management • 14 May 2021

The scammers are promising high returns of 8% to 20% per annum if the investors moved their super balance to a new self-managed superannuation fund. ...

Superannuation • 14 May 2021

AustralianSuper and Club Plus Super are in talks to merge after a ‘rigorous process’ of due diligence, creating a $207 billion fund. ...

Superannuation • 14 May 2021

Treasurer Josh Frydenberg’s office is arguing that the Australian Securities and Investments Commission has not missed out on staffing resources in the Budget. ...

Policy & Regulation • 14 May 2021

As licensees continue to clean up their books before 30 June, this week saw a departure of 58 advisers, according to HFS Consulting. ...

Financial planning • 14 May 2021

Outsider knows that a lot of readers have believed that he is the nom-de-plume of Money Management managing editor, Mike Taylor – something which Taylor has frequently, a...

Outsider • 14 May 2021

Outsider loves it when old bands get back together but acknowledges that not all the fans appreciate a trip down memory lane....

Outsider • 14 May 2021

Outsider wishes his hearty congratulations to his old mate, Wayne Leggett, who is amongst a bevy of highly experienced financial advisers to announce they passed the late...

Outsider • 14 May 2021

The corporate regulator has alleged PE Capital Funds Management had operated a number of unregistered managed investment schemes without an Australian financial services ...

Funds management • 14 May 2021

As more focus is given to intergenerational wealth transfer as clients get older, writes Shannon Bernasconi, advisers must ensure they can meet the needs of the younger g...

Expert Analysis • 14 May 2021

Sustainability-linked bonds might be the new hot topic, writes Paul Lukaszewski, but could they be presenting more problems than they solve?...

Expert Analysis • 14 May 2021

It would be a mistake to assume inflation will remain low, writes Hamish Tadgell, so advisers need to position portfolios to protect against this threat....

Expert Analysis • 14 May 2021

The Government has succeeded in using the Federal Budget to tidy up some longstanding superannuation policy loose-ends with some usually noisy backbenchers remaining comp...

Features • 14 May 2021

Thousands of low-balance, high maintenance clients are being orphaned in the wash-up of what is emerging as significant failure by successive governments to understand th...

Editorial • 14 May 2021

Robert Patrick Marie has been banned by the corporate regulator for four years from providing any financial services....

Financial planning • 14 May 2021

Western Asset’s Anthony Kirkham sits down for a Q&A discussion on fixed income investing in the wake of a historic bond market selloff in February. View insights. ...

Knowledge Centre • 14 May 2021

Bevan Green has been appointed as business development manger for AXA Investment Managers....

People & Products • 17 May 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