Powered by MOMENTUM MEDIA
moneymanagement logo
 

Search Page

Displaying results 177761 - 177780 of 184847

 

The fund is making a takeover bid for PM Capital Asian Opportunities fund, an offer which is “clearly superior” to an existing proposed scheme of arrangement with a rival...

Funds management • 28 September 2021

The composition of asset classes may be impacted more by climate change than expected returns over the next five years, as Robeco anticipates more issuance of shares and ...

Funds management • 29 September 2021

The MFS Global New Discovery Trust, which has been available in the US since 2011, will now be available to Australian and New Zealand investors....

People & Products • 29 September 2021

The difference between an adviser being able to implement portfolio changes immediately compared to six weeks has a material impact on client outcomes, according to model...

Financial planning • 29 September 2021

Financial wellbeing has become more front of mind for a majority of investors since the outbreak of the pandemic with almost half intending to save and invest more, accor...

Funds management • 29 September 2021

Although self-managed superannuation funds are exempted from developing a retirement income strategy, fund should not ignore the spirit of the law, according to the SMSF ...

Superannuation • 29 September 2021

China is “well progressed” through its period of regulatory scrutiny of technology firms which means companies are considering its long-term potential again, according to...

Funds management • 29 September 2021

A whitepaper from Ignition Advice has dispelled the myths regarding digital advice take-up, including concerns the corporate regulation will not find it compliant....

Financial planning • 29 September 2021

It is the professional year that is the biggest hurdle for new entrants rather than exams but things are likely to improve in 2022 when it is clear how many existing advi...

Financial planning • 29 September 2021

The Government does not deserve credit for fixing “no brainer” issues in the industry and needs to acknowledge that it can regulate an industry out of existence, accordin...

Financial planning • 29 September 2021

The life insurer has launched two income protection products that allow most customers to have the maximum sum insured allowable with premium stability and product sustai...

People & Products • 29 September 2021

State Street Global Advisors has made four senior appointments including Kathleen Gallagher as head of SPDR exchange traded funds business in Australia....

Funds management • 29 September 2021

Financial advisers who sit the Financial Adviser Standards and Ethics Authority exam when the corporate regulator administers the exam will pay over $350 more than now. ...

Financial planning • 29 September 2021

After the March quarter bond sell-off, corporate credit is a good place to strike the right balance between identifying the opportunities of the post-COVID recovery and i...

Funds management • 30 September 2021

The corporate regulator is expected to look closely at conflicts of interests for in-house managed account fees but conflicts of interest are easy to avoid, according to ...

Financial planning • 30 September 2021

Increased interest in environmental, social and governance has been the biggest change noticed in clients by Crystal Wealth Partners over the last five years....

Financial planning • 30 September 2021

The law should protect licensees reporting other licensees under the new breach reporting regime given it will not be anonymous, according to Holley Nethercote....

Financial planning • 30 September 2021

The draft legislation for the Better Advice Bill has outlined the Financial Services and Credit Panel will convene on serious matters, but the Association of Financial Ad...

Policy & Regulation • 30 September 2021

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....

Financial planning • 30 September 2021

The Australian Fixed Interest Index and Australian Corporate Fixed Interest Index managed funds and exchange traded funds will have their fees reduced....

Funds management • 30 September 2021
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 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 ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 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 1 day 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 ...

1 week 6 days ago