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In reviewing investment portfolios, there have been several consistent themes arising when it comes to constructing a portfolio, writes Rowan Stewart....

Expert Analysis • 4 February 2022

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...

Features • 4 February 2022

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...

Funds management • 7 February 2022

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...

Funds management • 7 February 2022

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...

Funds management • 7 February 2022

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”...

Financial planning • 7 February 2022

Following months of discussion and consultation, Treasury has released its final report into the Retirement Income Covenant, stating it is confident superannuation truste...

Financial planning • 7 February 2022

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 ...

Financial planning • 7 February 2022

Chairman and fund manager Hamish Douglass is to take a leave of absence from Magellan Financial Group after a period of “intense pressure”....

People & Products • 7 February 2022

The Administrative Appeal Tribunal has upheld the Australian Securities and Investments Commission’s 2015 banning of former Provident Capital director, Michael Roger O’Su...

Financial planning • 7 February 2022

Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...

People & Products • 7 February 2022

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...

7 February 2022

Class Limited’s chief executive and managing director, Andrew Russell, will step down from his role, effective 16 February....

People & Products • 7 February 2022

Diversified income portfolios offer an alternative to traditional term deposits, and complement listed shares and property trusts during periods of low interest rates and...

Funds management • 8 February 2022

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....

Funds management • 8 February 2022

GQG has brought forward its plans to launch an exchange traded fund in order to offer a “frictionless entry point” for advisers. ...

Funds management • 8 February 2022

As Hamish Douglass takes leave from his chairman and chief investment officer roles at Magellan, Money Management explores an eventful period for the firm. ...

Funds management • 8 February 2022

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...

Funds management • 8 February 2022

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...

Funds management • 9 February 2022

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....

People & Products • 9 February 2022
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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....

2 weeks 6 days 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 4 days ago