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To protect the fund’s performance, Prime Value Emerging Opportunities could be closed in a “year or so” as assets under management have doubled every six months....

Funds management • 7 September 2021

The design and distribution obligation does not consider the unnecessary and unworkable record keeping and reporting the regime places on planners, as well as unfairly pa...

Financial planning • 7 September 2021

As Senator Andrew Bragg calls for open access for super, Aware Super has reiterated calls for a clear industry objective to be in place....

Superannuation • 7 September 2021

If the corporate regulator had funds awarded by penalties put into the financial advice levy it could look like a new revenue stream aimed at players with deep pockets....

Policy & Regulation • 7 September 2021

Boutique Australian equity fund manager Merlon Capital Partners has appointed Rebecca El-Khoury as sustainability manager....

People & Products • 7 September 2021

Praemium adds business strategy to the responsibilities of its chief commercial officer, Mat Walker....

People & Products • 7 September 2021

To reduce the reporting burden, the corporate regulator is allowing licensees to batch upload reports that derive from a single root cause as part of the new breach repor...

Policy & Regulation • 7 September 2021

The firm has promoted Louise Watson, Australia and New Zealand head of distribution, to the role....

People & Products • 7 September 2021

MLC Asset Management has appointed Laura Hotaling as portfolio manager to its private equity team, building on several senior appointments announced earlier this year....

People & Products • 8 September 2021

Investors Mutual has appointed Damon Hambly as chief executive, a newly-created position which the firm said was a “natural progression” for the business....

People & Products • 8 September 2021

Around 12% of the association’s expenditures in FY21 has been on advocacy of financial advice which has been a “huge undertaking” due to overwhelming regulatory reform me...

Financial planning • 8 September 2021

Investors allocating to real estate should consider areas such as electric vehicles and cloud computing for future gains....

Funds management • 8 September 2021

The two banks will be probed by a parliamentary committee on its Royal Commission recommendation implementation progress along with implications of common ownership and c...

Financial planning • 8 September 2021

One of the key benefits of scale for advice businesses is the ability to invest, particularly in technology, according to Easton....

Financial planning • 8 September 2021

AZ NGA has acquired a strategic stake in self-licensed Melbourne-based advisory firm Cranage Financial Group. ...

Financial planning • 8 September 2021

Acquisitions helped Macquarie Asset Management grow its assets under management by 22% but base fees and performance fees were both down during FY21....

Funds management • 8 September 2021

The Federal Court has found that it made false or misleading representations to members to avoid them moving to the MySuper product....

Superannuation • 8 September 2021

Impact investor Melior Investment Management has welcomed calls for executive leadership gender targets as only 6% of ASX300 had female chief executives....

Funds management • 8 September 2021

H.R.L. Morrison and Co has appointed Perry Offutt as its new head of North America, effective mid-October....

People & Products • 9 September 2021

Equity Trustees has been appointed as a responsible entity for Haven Wealth Partners, which launched its first ‘deep green’ Australian fund in response to strong demand f...

Funds management • 9 September 2021
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

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

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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