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Monash Investors has initiated a short position on Magellan as it is concerned the firm will get significantly smaller in light of its underperformance. ...

Funds management • 10 March 2022

Labor would not make any “wholesale changes” to Your Future, Your Super reforms but has instead committed to tweaking aspects of it in response to emergent challenges tha...

Superannuation • 10 March 2022

The proposed user-pays model from the Australian Financial Complaints Authority followed industry feedback and would see 98% of investment and advice members pay only a $...

Financial planning • 10 March 2022

Government bonds might not provide the same level of protection that they have traditionally offered portfolios because of inflation and geopolitical turmoil. ...

Funds management • 11 March 2022

Platinum International’s fund managers have highlighted the underperformance of growth stocks amid the inflationary environment with the view that markets are currently m...

Funds management • 11 March 2022

Accounting and wealth advisory firm, William Buck, has appointed a director to lead its wealth advisory team....

People & Products • 11 March 2022

Guy Debelle, deputy governor of the Reserve Bank of Australia, is to leave the central bank next week after 25 years. ...

People & Products • 11 March 2022

The Financial Planning Association of Australia has welcomed the announcement by the Australian Financial Complaints Authority about proposed changes to its funding model...

Financial planning • 11 March 2022

Moving to Letters of Advice, abolishing safe harbour steps to comply with best interest duty and indexing the wholesale assets test are among proposals made by the Financ...

Financial planning • 11 March 2022

Adviser numbers have stabilised this week at 17,249 with all new licensees that were launched belonging to the financial planning peer group. ...

Financial planning • 11 March 2022

There is “little consensus” about the direction of markets in the next few months, according to Federated Hermes, as markets navigate a fraught geopolitical climate....

Funds management • 14 March 2022

The geopolitical tensions has set Australian resources companies to benefit from elevated commodity prices and higher prices will equate to stronger company earnings....

Funds management • 14 March 2022

A move to principle-based regulation is among the terms of reference being considered within the Quality of Advice review. ...

Financial planning • 14 March 2022

The Self-Managed Superannuation Fund Association deputy chief executive, Peter Burgess, has laid out exactly what changes advisers should be paying attention to in the SM...

Superannuation • 14 March 2022

The Government has been accused of ‘cherry-picking’ issues for the Quality of Advice Review following the publication of its terms of reference while financial advisers ...

Financial planning • 14 March 2022

Funds under management at Magellan have fallen from $112 billion at the end of 2021 to $69.1 billion this month. ...

Funds management • 14 March 2022

Partners Group has launched an unlisted private debt global income fund, with the expectation that its floating rate nature will outperform traditional fixed income. ...

Funds management • 15 March 2022

The Mirova Global Sustainable Equity fund can now be accessed through the Macquarie Professional Series, the first thematic sustainable global equities fund manager to jo...

People & Products • 15 March 2022

Falling global sharemarkets coupled with anaemic flows have caused the Australian exchange traded fund industry to fall for a second month in a row, according to BetaShar...

Funds management • 15 March 2022

As the price of iron ore reaches a six-month high, how are Aussie commodity stocks performing and which funds could benefit?...

Funds management • 15 March 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 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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