Search Page

Displaying results 180141 - 180160 of 183028

 

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning • 12 October 2023

Property funds have seen record quarterly outflows in the third quarter of 2023 while investors have demonstrated a bias to Australian equities over global ones, accordin...

Funds management • 12 October 2023

Daniel Mookhey, NSW Treasurer, is encouraging TCorp to focus on its ESG framework in a bid to become a leader in Asia Pacific, and highlights a shake-up to the state gove...

Funds management • 12 October 2023

The conviction rate for cases referred by ASIC to the Commonwealth Director of Public Prosecutions has fallen to half compared to 100 per cent in the year prior....

Financial planning • 12 October 2023

SuperRatings has released the latest data for superannuation fund performance in the third quarter of 2023....

Superannuation • 12 October 2023

Momentum Media editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones...

Editorial • 12 October 2023

While underappreciated in the past, global mid cap equities present “superior” returns and valuable portfolio diversification, this Fidelity fund manager says. ...

Funds management • 13 October 2023

Portfolio manager Jun Bei Liu has offered an optimistic outlook of market conditions, observing how numerous opportunities exist to build a diversified, long-term portfol...

Funds management • 13 October 2023

APRA chair John Lonsdale believes it is a “strategic priority” that there is an appropriate suite of products for people approaching retirement, which could include from ...

Funds management • 13 October 2023

Former RBA governor Ian Macfarlane has warned Michele Bullock’s job will be much harder than any of her predecessors if the RBA Review is implemented, deeming the propose...

Funds management • 13 October 2023

There have now been four consecutive weeks of double-digit rises in the number of new entrants joining the financial advice industry, according to Wealth Data. ...

Financial planning • 13 October 2023

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....

Editorial • 13 October 2023

ASIC’s annual report has detailed its enforcement progress achieved during FY2022-23 and where it is focusing its financial advice work going forward....

Financial planning • 13 October 2023

In the first of a new series of Meet the Managers profile, Money Management speaks to Lazard Australian equities portfolio manager, Aaron Binsted. ...

Features • 16 October 2023

Money Management speaks to Metrics Credit Partners managing partner Andrew Lockhart about the firm's fund range, opportunities in the property market and the future of th...

Features • 16 October 2023

In the latest Meet the Manager profile, Money Management speaks to Alexander Funds Management senior portfolio manager Adam Scully. ...

Features • 16 October 2023

In the first of a new Meet the Managers series, Money Management speaks to Quay Global Investors' Justin Blaess, winner of this year's Global Property Securities Fund of ...

Features • 16 October 2023

AFCA has welcomed a new board director as the director who has served on the board since AFCA’s origination in 2018 steps down....

People & Products • 16 October 2023

Perpetual has reported its quarterly asset management flows after seeing $8.1 billion in outflows during FY2022–23....

Funds management • 16 October 2023

Two reports from Betashares and Vanguard have seen renewed investor interest in global equities in ETFs after a period of favour for fixed income products....

Funds management • 16 October 2023
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 1 day ago