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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

The rising interest rate environment is likely to lead to short-term underperformance for real estate investment trusts, according to Principal Global Investors....

Funds management • 13 May 2022

Money Management reviews fund performance over the past month, finding that just 20% of funds were able to make positive returns....

Funds management • 13 May 2022

Shadow minister for financial services Stephen Jones would support changes to the financial adviser exam so that Professional Year advisers could choose to sit an exam ba...

Financial planning • 13 May 2022

Insignia has lost 31 advisers this week, according to Wealth Data, narrowing the already-small gap between them and AMP Group. ...

Financial planning • 13 May 2022

As the industry changes come to an end, have they had the desired effect of making the financial advice industry a ‘profession’?...

Editorial • 13 May 2022

Interest in Australian property by foreign investors remains strong, according to HLB Mann Judd, despite high tax rates....

Financial planning • 16 May 2022

Meta, the owner of Facebook and Instagram, is one of the “world’s best businesses”, according to Forager, and the firm is increasing its weighting while it is out of favo...

Funds management • 16 May 2022

Research from Barclays shows the possibility of a minority government occurring following this week’s election, an outcome that would bring risk to Australian markets....

Financial planning • 16 May 2022

APRA chair, Wayne Byres, says the regulator is eyeing sub-standard superannuation products and practices through a combination of the performance tests, heatmaps and a “m...

Superannuation • 16 May 2022

Cyber security risk needs to be “front and centre” of advisers’ mind, according to the ASIC, and should not be delegated to an IT department....

Financial planning • 16 May 2022

Superannuation should not be used as a “piggy bank” to solve the housing crisis, industry experts believe, as the Coalition announces plans to let first-home buyers acces...

Financial planning • 16 May 2022
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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...

3 days 1 hour ago

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

1 week 3 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....

4 days 21 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 4 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...

2 weeks 3 days ago