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The initial public offering market has shrunk in the last few months, bucking the trend of high listings that the market has seen in the previous 18 months....

Funds management • 21 July 2022

Concerns about upsetting bereaved clients or explaining declined insurance claims are causing stress for advisers, according to TAL, highlighting the need for training in...

Financial planning • 21 July 2022

Former Treasurer, Josh Frydenberg, has taken a new job at Goldman Sachs following his election defeat in May....

People & Products • 21 July 2022

Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...

People & Products • 22 July 2022

US Treasury returns have had their worst January-April period since 1788 as leading indicators are increasingly pointing to recession risk in the United States, according...

Funds management • 22 July 2022

The number of advisers using managed accounts has passed 1,000, according to BT, with funds under administration for the strategies reaching $10.7 billion....

Financial planning • 22 July 2022

Almost 90% of the funds available to Australian investors have failed to make positive returns over the past six months, research by Money Management shows....

Funds management • 22 July 2022

The number of financial advisers has grown for the third week in a row, bringing the total growth for the financial year to date to 170, according to Wealth Data....

Financial planning • 22 July 2022

With the Australian share market dominated by banking and resources heavyweights, Australian investors need to think beyond active and market-cap strategies in Australian...

Funds management • 25 July 2022

HSBC Bank Australia has appointed a new chief executive as current CEO, Kaber McLean, takes a six-month sabbatical....

People & Products • 25 July 2022

The outperformance of growth equities is “over for the foreseeable future”, according to Natixis Investment Managers, with rising inflation ranked as the biggest market r...

Funds management • 25 July 2022

Investor interest in ESG investing is growing but only 20% of investors say their adviser has explained ESG concepts and terms to them....

Financial planning • 25 July 2022

Magellan fund managers have outlined which global stocks have helped and hindered its $9.4 billion Magellan Global fund over the last 12 months....

Funds management • 25 July 2022

Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 2...

Financial planning • 25 July 2022

It was good news for advisers in the latest Australian Financial Complaints Authority (AFCA) data for the past year with the advice sector seeing a decline in complaints ...

Editorial • 25 July 2022

Capital Group Investment Management has announced it is reducing its management fees across its range of Australian funds....

Funds management • 26 July 2022

The Perennial Better Future Strategy, an actively-managed portfolio focused on small and mid-cap companies shaping a better future, has been appointed to manage a $100 mi...

Funds management • 26 July 2022

Perpetual, which is in talks to acquire Pendal, has seen a “change in the mix of AUM” with strong inflows coming from its intermediary channel in Perpetual Asset Manageme...

Funds management • 26 July 2022

Former Liberal MP Jason Falinski has taken up a role on the board of a Queensland property company....

People & Products • 26 July 2022

Specialist insurance advisory firm, Certe, has acquired financial advisory business, Genesis Financial Partners, to create an integrated professional services firm with o...

Financial planning • 26 July 2022
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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

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Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

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

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

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