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The Platinum International fund is running its most cautious portfolio in its 28-year history as it is concerned about inflation risks and bifurcation....

Funds management • 10 May 2022

Early merit assessments of complaints are now a permanent feature of the Australian Financial Complaints Authority’s process following a pilot program....

Financial planning • 10 May 2022

The Australian financial services industry is showing the same problems as the UK following 2012’s Retail Distribution Review but is in a better position to address the w...

Financial planning • 10 May 2022

There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...

Tools & guides • 10 May 2022

The Australian exchange traded fund industry has shrunk by $1.9 billion in April, representing the third month out of four in 2022 in which the industry has declined....

Funds management • 11 May 2022

Pendal has delivered solid earnings for the half year, following its rejection of Perpetual’s acquisition bid in April....

Financial planning • 11 May 2022

Russell Investments has launched Sustainable Managed Portfolios, providing Australian investors with exposure to predominantly sustainable managers and strategies within ...

Funds management • 11 May 2022

DASH Technology has appointed former MLC chief executive, Geoff Lloyd, as its new chairman....

People & Products • 11 May 2022

Former Financial Services Council chief executive, Sally Loane, has joined the advisory board of corporate advisory consultancy Orizontas....

People & Products • 11 May 2022

Senator Jane Hume has confirmed that financial advice is now being viewed as a profession rather than a sales role and that the worst is over following a period of signif...

Financial planning • 11 May 2022

Magellan Financial Group has appointed David George from Future Fund as chief executive and managing director....

People & Products • 11 May 2022

Join us as industry leading panellists discuss how to create a successful managed account program, the impact of the current economic climate on managed accounts, the fut...

11 May 2022

Specialist small and micro-cap investment management firm, Spheria Asset Management, has appointed Daniel Peters to the newly-created role of head of research....

People & Products • 12 May 2022

Equity funds with high responsible investment ratings underperformed their market benchmarks in the March quarter, exposing the lack of opportunity for responsible invest...

Funds management • 12 May 2022

The world’s largest asset manager has warned of growing threats, allocating more money to defensive investments as it feels the macroeconomic outlook is deteriorating....

Funds management • 12 May 2022

A global economic environment dominated by stagflation has become Antipodes ‘base case’ as global markets deal with a second supply-side shock that the firm says will tak...

Funds management • 12 May 2022

Australian financial services licensees are no longer required to notify ASIC of a professional year arrangement between themselves and a new entrant....

Financial planning • 12 May 2022

Shadow minister for financial services, Stephen Jones, has assured the financial services community that Labor’s proposed ‘experience pathway’ will still be implemented i...

Financial planning • 12 May 2022

Franklin Templeton has appointed Michael Bowen as a sales director for financial advisers in New South Wales. ...

People & Products • 13 May 2022

Schroders has moved underweight on resources in its Australian Equity Long Short fund as it is concerned about the elevated levels of commodity prices....

Funds management • 13 May 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 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 4 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