The Money Management 2021 TOP Financial Planning Groups survey has found the number of advisers operating under the largest financial planning groups in the country has d...
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Frederick Ackerman has been banned by the corporate watchdog for four years and the advice firm he was an authorised representative of, Pure Strategy, had its licence can...
Boutique financial and investment strategy firm, Profile Financial Services, has appointed general manager, Lena Ridley, to head the firm....
Ox Capital Management has announced the launch of its flagship emerging market equity fund....
The fund is targeting Australian investors looking for mid to large-cap companies contributing to sustainable development, with a focus on long-term capital growth over m...
Despite potential short-term volatility in markets, central banks will proceed cautiously with tapering monetary stimulus to minimise the risk of jeopardising the COVID-1...
The draft legislation will codify the obligation for superannuation trustees to have a retirement income strategy which outlines how they plan to assist their members....
Any restrictions on ownership across funds would be concerning to the banking system, according to the Commonwealth Bank of Australia....
Regulatory scrutiny of big technology firms should be an opportunity for fund managers rather than a headwind as they present the chance for firms to improve....
The investment funds legislation bill will create an unfair advantage for the Future Fund if the exemption for portfolio holdings disclosure is not extended to superannua...
Advisers say they are seeing a light at the end of the tunnel for the first time in a while after a challenging period of regulatory change....
John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients....
Dugald Higgins has been promoted to the expanded role of head of responsible investment and real assets....
AMP Capital has announced the appointment of Robert Hattersley as its new chief investment officer – real estate....
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...
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 ...
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....
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 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...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...