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Pella Funds Management has made its second appointment of a former AMP employee with the hire of Debbie Alliston for its advisory board....

People & Products • 24 November 2021

H.R.L. Morrison and Co has announced the first close for a new open-ended global infrastructure fund, securing more than US$3 billion in fund commitments from anchor inve...

Funds management • 24 November 2021

Traditional media, short sellers and some mainstream fund managers have spread a “false narrative born out of ignorance” that Tesla is a meme stock with no substance, say...

Funds management • 24 November 2021

There are numerous problems involved in cryptocurrency which will make it difficult for firms to bring a regulated product to market, according to Aequitas Investment Par...

Funds management • 24 November 2021

Hyperion Asset Management believes most active investment styles cannot outperform the benchmark because of their failure to adapt to technological disruption, or because...

Funds management • 24 November 2021

Unlike other sectors expecting salaries to increase in 2022 due to a skills shortage across the country, financial planner salaries are not expected to increase much next...

Financial planning • 24 November 2021

The financial advice profession will likely end up with a number of different business models including smaller boutique practices of partners with underlying advisers an...

Financial planning • 24 November 2021

Ahmed Saad will serve a nine-month prison sentence for illegally allowing clients to withdraw superannuation funds from 2016 to 2017. ...

Financial planning • 24 November 2021

Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small ...

Tools & guides • 24 November 2021

Easton Investments has unveiled its new brand, Diverger Limited, to reflect its culture and growth strategy....

Financial planning • 24 November 2021

The Global Impact Initiative has announced the launch of its Global Gender Equality Fund focused on companies which promote and recognise gender equality....

Funds management • 25 November 2021

VanEck has seen the fastest growth of all exchange traded fund providers in the last 12 months but Vanguard remains king of funds under management....

Funds management • 25 November 2021

The Stockbrokers and Financial Advisers Association has welcomed the report that led to the corporate regulator putting additional licence conditions on the Australian Se...

Financial planning • 25 November 2021

Alternative funds are increasingly seeking to raise assets from the retail and wealth management space as institutions are constrained on the volume they can allocate to ...

Funds management • 25 November 2021

The Profession of Independent Financial Advisers says it is in the late stages of getting approval to be an “officially-recognised” professional standards body by the Pro...

Financial planning • 25 November 2021

Self-managed super funds trustees are looking at new investment options such as listed and unlisted trusts, managed investments and private real estate debt, according to...

Superannuation • 25 November 2021

The first review of the Australian Financial Complaints Authority has made 13 recommendations for its improvements but acknowledged these may result in increased costs fo...

Financial planning • 25 November 2021

The introduction of robo-advice is as conflicted as vertical integration and has not been successful anywhere in the world, according to the Association of Independently ...

Financial planning • 25 November 2021

With a Federal Election and several reviews underway, there will be no room for regulatory changes in 2022 but the end of the year will be a different story once those ar...

Financial planning • 25 November 2021

While statements of advice are a legal requirement, it creates learned helplessness and does not empower retiree clients and advisers need to help them understand how muc...

Financial planning • 25 November 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 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 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 5 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 5 days ago