Search Page

Displaying results 180301 - 180320 of 186422

 

US-based investment manager Vaughan Nelson has partnered with Investors Mutual to launch a global small and mid-cap fund for Australian retail investors....

Funds management • 2 June 2022

Organisations have welcomed the Albanese Labor government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and ...

Policy & Regulation • 2 June 2022

Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of fina...

Financial planning • 2 June 2022

Compassion should be given to those advisers who have not yet passed the financial adviser exam, according to the AFA’s Phil Anderson, rather than condemnation....

Financial planning • 2 June 2022

Lifespan Financial Planning has launched a digital investing solution to support the mass market Australians who are priced out of receiving holistic personal advice from...

People & Products • 3 June 2022

The March quarter national accounts do not suggest the Reserve Bank of Australia should be contemplating a more aggressive path, according to GSFM....

Funds management • 3 June 2022

The term ‘general advice’ should be renamed ‘general information’ according to Scientiam, in order to strengthen consumer protections and minimise confusion....

Financial planning • 3 June 2022

A new member organisation has been formed, established by three former directors of the Profession of Independent Financial Advisers....

Financial planning • 3 June 2022

Money Management examines how the 10-year returns of funds have been changed by the turbulent first five months of 2022. ...

Funds management • 3 June 2022

The financial advice industry has fallen by triple digits for the third week in a row, according to Wealth Data, with year to date licensee closures more than double the ...

Financial planning • 3 June 2022

State Street has appointed John Venardos as managing director of portfolio solutions....

People & Products • 6 June 2022

Tasmanian financial planning firm Ford Scott has engaged online advice business Otivo to bridge the industry-wide challenge of unaffordable advice and orphaned clients....

People & Products • 6 June 2022

It is “highly unusual” to see a market sector crash twice in two years as the technology sector falls back to pre-COVID levels, according to Dale Gillham, despite the sma...

Funds management • 6 June 2022

TAL has announced the appointment of Mark Joiner as independent chair, following Duncan Boyle’s decision to retire after eight years leading the board....

People & Products • 6 June 2022

Licensees should ensure they pre-vet any advice given, according to Fourth Line, as it is no longer acceptable to conduct retrospective audits....

Financial planning • 6 June 2022

Advisers cannot shy away from conflict in a client relationship if it is needed to secure consent for the advice, according to the AFA....

Financial planning • 6 June 2022

Funds under management at Magellan have fallen from $68.6 billion to $65 billion in May, a monthly loss of more than double April’s figure....

Funds management • 6 June 2022

VGI Partners Global Investments Limited has announced the completion of the merger between VGI Partners Limited and Regal Funds Management....

Funds management • 6 June 2022

The Australian Securities and Investments Commission has released its latest cost recovery implementation statement for 2021/22, providing an estimated levy for financial...

Policy & Regulation • 6 June 2022

Perpetual Asset Management has launched a global active exchange traded managed fund, its third since last November....

People & Products • 7 June 2022
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 6 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
moneymanagement logo