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Gore was sentenced for self-managed super fund fraud last year and will be tried next month for three further charges....

SMSF • 22 July 2021

Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....

Financial planning • 22 July 2021

Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....

Financial planning • 23 July 2021

The Reserve Bank of Australia is six months ahead of the Federal Reserve, according to J.P. Morgan Asset Management, meaning interest rates could rise as early as 18 mont...

Funds management • 23 July 2021

The prohibition of hawking superannuation funds only applies to offers made to retail clients, according to the corporate regulator....

Superannuation • 23 July 2021

Microsoft is as close to a staple as you can find today and there are better opportunities than buying a bond, according to Munro Partners....

Funds management • 23 July 2021

If there is a post on a superannuation fund’s social media platform from a member about withdrawing communication consent, then the fund must take steps to ascertain the ...

Superannuation • 23 July 2021

Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...

Funds management • 23 July 2021

The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....

Financial planning • 23 July 2021

With the share price of Pinnacle up more than 800% over the last five years, why are asset managers reluctant to invest in their competitors?...

Funds management • 23 July 2021

Income investors can be reassured that dividends are returning, according to Redpoint, but banks won’t reach their pre-COVID levels until 2023 unless they spend to fight ...

Funds management • 23 July 2021

There are quality assets for sale in the financial advice space, according to AZ Next Generation Advisory, and competition is set to increase until the educational standa...

Financial planning • 23 July 2021

As they make up only a fraction of complaints to the Australian Financial Complaints Authority, advisers should not be relied on to fund the compensation scheme of last r...

Financial planning • 23 July 2021

Given the ongoing ultra-low numbers of new advisers entering the industry post 2018, adviser losses equate to around 760 advisers each year since, according to Wealth Dat...

Financial planning • 23 July 2021

Outsider was amused when he caught wind that ex-Centrepoint Alliance CEO Angus Benbow had surfaced at a place one might call ‘worlds apart’ from his previous firm....

Outsider • 23 July 2021

Outsider was shocked to hear during a Parliamentary committee that consuming financial news was not recommended as a substitute for obtaining professional financial advic...

Outsider • 23 July 2021

The acquisition of the US investment manager will double its US funds under management and total group funds under management is now around $140 billion....

Funds management • 23 July 2021

Another day and another board appointment for Michael Dwyer and Outsider wonders where he finds the time. ...

Outsider • 23 July 2021

Taking a long/short approach can pay off for investors, writes Jun Bei Liu, as they make increased allocations to alternatives....

Expert Analysis • 23 July 2021

The last quarter of the financial year saw the investment manager’s assets under management rise to $98.3 billion, and its funds under advice increase 6%....

Funds management • 23 July 2021
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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....

1 week 6 days 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 5 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 3 days ago