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Bell Asset Management has announced a joint venture distribution partnership with US-based Spouting Rock Asset Management, creating a platform for Bell to launch its stra...

Funds management • 23 November 2021

Average deal size in the first quarter of FY22 has risen from $42 million a year ago to $150 million, according to HLB Mann Judd, with the largest deal belonging to a fin...

Financial planning • 23 November 2021

While only making up 2% of total complaints received by the Australian Financial Complaints Authority, life insurance complaint handling time has almost doubled in two ye...

Life/Risk • 23 November 2021

The compensation scheme of last resort should not be expanded to cover those making “speculative punts”, according to Senator Jane Hume, and would likely make funding mor...

Policy & Regulation • 23 November 2021

There is a reluctance from high net worth Australian investors to use investment advisers and an unmet advice gap in inheritance and estate planning, and strategies to re...

Financial planning • 23 November 2021

Advisers who do not want to complete the Financial Adviser Standards and Ethics Authority requirements are finding a new home by taking on support roles at practices, acc...

Financial planning • 23 November 2021

Carlyle Asia Partners has been given access to Link’s executive leadership and the firm has received another unsolicited proposal to acquire its banking and credit manage...

Funds management • 23 November 2021

Collection and distribution of assets will be handled under oversight of Federal Court after it ruled in favour of the corporate regulator....

Financial planning • 23 November 2021

Pinnacle Investment Management has acquired convertible redeemable preference shares that would give it a 25% equity stake in Australian-based private equity, Five V Capi...

Funds management • 23 November 2021

Despite strong dividend payments in Australia this year, not all equity income strategies are delivering, according to DNR Capital....

Funds management • 24 November 2021

Pella Funds Management has made its second appointment of a former AMP employee with the hire of Debbie Alliston for its advisory board....

People & Products • 24 November 2021

H.R.L. Morrison and Co has announced the first close for a new open-ended global infrastructure fund, securing more than US$3 billion in fund commitments from anchor inve...

Funds management • 24 November 2021

Traditional media, short sellers and some mainstream fund managers have spread a “false narrative born out of ignorance” that Tesla is a meme stock with no substance, say...

Funds management • 24 November 2021

There are numerous problems involved in cryptocurrency which will make it difficult for firms to bring a regulated product to market, according to Aequitas Investment Par...

Funds management • 24 November 2021

Hyperion Asset Management believes most active investment styles cannot outperform the benchmark because of their failure to adapt to technological disruption, or because...

Funds management • 24 November 2021

Unlike other sectors expecting salaries to increase in 2022 due to a skills shortage across the country, financial planner salaries are not expected to increase much next...

Financial planning • 24 November 2021

The financial advice profession will likely end up with a number of different business models including smaller boutique practices of partners with underlying advisers an...

Financial planning • 24 November 2021

Ahmed Saad will serve a nine-month prison sentence for illegally allowing clients to withdraw superannuation funds from 2016 to 2017. ...

Financial planning • 24 November 2021

Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small ...

Tools & guides • 24 November 2021

Easton Investments has unveiled its new brand, Diverger Limited, to reflect its culture and growth strategy....

Financial planning • 24 November 2021
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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 2 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 2 days 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....

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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 3 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 ...

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