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Following months of discussion and consultation, Treasury has released its final report into the Retirement Income Covenant, stating it is confident superannuation truste...

Financial planning • 7 February 2022

The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...

Financial planning • 7 February 2022

Chairman and fund manager Hamish Douglass is to take a leave of absence from Magellan Financial Group after a period of “intense pressure”....

People & Products • 7 February 2022

The Administrative Appeal Tribunal has upheld the Australian Securities and Investments Commission’s 2015 banning of former Provident Capital director, Michael Roger O’Su...

Financial planning • 7 February 2022

Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, complianc...

People & Products • 7 February 2022

BetaShares says its new Australian Composite Bond exchange traded fund will avoid the shortcomings of traditional debt-weighted indices and aims to provide higher returns...

7 February 2022

Class Limited’s chief executive and managing director, Andrew Russell, will step down from his role, effective 16 February....

People & Products • 7 February 2022

Diversified income portfolios offer an alternative to traditional term deposits, and complement listed shares and property trusts during periods of low interest rates and...

Funds management • 8 February 2022

WAM Active has hit back at Keybridge Capital’s proposed bid to take-over the fund, with its chairman telling shareholders to “throw away” any letters concerning it....

Funds management • 8 February 2022

GQG has brought forward its plans to launch an exchange traded fund in order to offer a “frictionless entry point” for advisers. ...

Funds management • 8 February 2022

As Hamish Douglass takes leave from his chairman and chief investment officer roles at Magellan, Money Management explores an eventful period for the firm. ...

Funds management • 8 February 2022

The final report into Sterling Income Trust has concluded the regulator displayed a “lack of concern” and its failure to take proactive action mean it is unlikely regulat...

Funds management • 8 February 2022

Charter Hall Long WALE REIT has posted an 8.3% year-on-year uplift in net property valuation in 1H FY22 thanks to increased exposure to the industrial and logistics secto...

Funds management • 9 February 2022

Real Asset Management has appointed Matthew Strotton as head of funds management, adding 25 years’ real estate experience in global markets to the wealth management firm....

People & Products • 9 February 2022

There is a strong case for growth stocks as global economies recover from the worst of the pandemic and economic activity increases, according to American Century....

Funds management • 9 February 2022

Research house Lonsec has partnered with cryptocurrency fund manager Monochrome Asset Management, indicating financial advisers are becoming more open to using the asset ...

Financial planning • 9 February 2022

Investors have higher expectations of impact and transparency now, according to Stewart Investors, as more and more asset managers launch sustainable funds....

Funds management • 9 February 2022

Markets are even more extreme now than they were in the year when the dotcom bubble burst, according to Platinum....

Funds management • 9 February 2022

Two decades of regulatory change has meant the Australian financial services sector has reached a precipice and desperately needs a regulatory regime fit for the 21st cen...

Financial planning • 9 February 2022

Commonwealth Bank of Australia has announced cash net profit after tax of $4.7 billion, up 23% on the first half of 2021, helped by a significant reduction in remediation...

Financial planning • 9 February 2022
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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 5 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 4 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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