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There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...

Tools & guides • 10 May 2022

The Australian exchange traded fund industry has shrunk by $1.9 billion in April, representing the third month out of four in 2022 in which the industry has declined....

Funds management • 11 May 2022

Pendal has delivered solid earnings for the half year, following its rejection of Perpetual’s acquisition bid in April....

Financial planning • 11 May 2022

Russell Investments has launched Sustainable Managed Portfolios, providing Australian investors with exposure to predominantly sustainable managers and strategies within ...

Funds management • 11 May 2022

DASH Technology has appointed former MLC chief executive, Geoff Lloyd, as its new chairman....

People & Products • 11 May 2022

Former Financial Services Council chief executive, Sally Loane, has joined the advisory board of corporate advisory consultancy Orizontas....

People & Products • 11 May 2022

Senator Jane Hume has confirmed that financial advice is now being viewed as a profession rather than a sales role and that the worst is over following a period of signif...

Financial planning • 11 May 2022

Magellan Financial Group has appointed David George from Future Fund as chief executive and managing director....

People & Products • 11 May 2022

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
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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 14 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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