In reviewing investment portfolios, there have been several consistent themes arising when it comes to constructing a portfolio, writes Rowan Stewart....
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...
The lower unemployment rate in Australia has helped Centuria Office REIT to post a growth in statutory profit to $63.6 million in HY22 as white-collar staff return to the...
While inflation is the issue of the day, driven by supply chain issues and increased demand, Randal Jenneke from T. Rowe Price says the real concern is slowing earnings a...
The $14.2 billion Magellan Global fund is among more than 40 funds exposed to Meta, which saw its worst one-day loss since listing in 2012 at the end of last week when it...
The SMSF Association said recent bipartisan support for a 10-year adviser experience pathway did not meet the “original policy intent of enhancing professional standards”...
Following months of discussion and consultation, Treasury has released its final report into the Retirement Income Covenant, stating it is confident superannuation truste...
The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...
Chairman and fund manager Hamish Douglass is to take a leave of absence from Magellan Financial Group after a period of “intense pressure”....
The Administrative Appeal Tribunal has upheld the Australian Securities and Investments Commission’s 2015 banning of former Provident Capital director, Michael Roger O’Su...
Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...
BetaShares says its new Australian Composite Bond exchange traded fund will avoid the shortcomings of traditional debt-weighted indices and aims to provide higher returns...
Class Limited’s chief executive and managing director, Andrew Russell, will step down from his role, effective 16 February....
Diversified income portfolios offer an alternative to traditional term deposits, and complement listed shares and property trusts during periods of low interest rates and...
WAM Active has hit back at Keybridge Capital’s proposed bid to take-over the fund, with its chairman telling shareholders to “throw away” any letters concerning it....
GQG has brought forward its plans to launch an exchange traded fund in order to offer a “frictionless entry point” for advisers. ...
As Hamish Douglass takes leave from his chairman and chief investment officer roles at Magellan, Money Management explores an eventful period for the firm. ...
The final report into Sterling Income Trust has concluded the regulator displayed a “lack of concern” and its failure to take proactive action mean it is unlikely regulat...
Charter Hall Long WALE REIT has posted an 8.3% year-on-year uplift in net property valuation in 1H FY22 thanks to increased exposure to the industrial and logistics secto...
Real Asset Management has appointed Matthew Strotton as head of funds management, adding 25 years’ real estate experience in global markets to the wealth management firm....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...