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Displaying results 180501 - 180520 of 186426

 

Magellan has terminated its retirement income-focused FuturePay strategy, effective from 20 July, just over a year after launching it....

Funds management • 14 July 2022

Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...

People & Products • 14 July 2022

Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...

Financial planning • 14 July 2022

Insight Investment has described how retail investors and their advisers can help to smooth returns and maximise certainty in an uncertain market environment....

Funds management • 15 July 2022

Fidelity’s Andrew McCaffery offers a glimpse into the major issues that could move markets over the coming months and how the investment house is positioned for them....

Funds management • 15 July 2022

Netwealth’s funds under administration has increased by $8.5 billion to $55.7 billion in the 2022 financial year, according to its June 2022 quarterly update....

Funds management • 15 July 2022

The opportunities in markets are less “mouth-watering” than people expect, according to Platinum, which is leading its flagship International fund to hold almost a quarte...

Funds management • 15 July 2022

Regulation of crypto assets should be consistent with non-crypto versions, according to the Financial Planning Association of Australia, in order to protect consumers fro...

Funds management • 15 July 2022

The number of financial advisers increased this week due in part to most resignations being filed for the previous financial year and most appointments being filed for th...

Financial planning • 15 July 2022

Two years since the pandemic shock helped drive global share markets down 30%-40% in the space of weeks, volatility is back....

Expert Analysis • 15 July 2022

Investing in best-in-class “pure-play” companies is one way for growth investors to stay ahead of changes in the business and the broader industry....

Knowledge Centre • 17 July 2022

LGT Crestone has appointed Amanda MacDonald to the role of head of sustainability, joining the firm with over 14 years’ experience in the investment industry with a focus...

People & Products • 18 July 2022

NAB Private Wealth and BlackRock have partnered to make exchange traded fund investing more accessible for all Australian investors with a suite of funds....

People & Products • 18 July 2022

Vanguard has forecast the probability of recession in major developed markets over the next 12 months, with one region having a 50% chance....

Funds management • 18 July 2022

Pendal Group’s funds under management have fallen by $13.9 billion in the June quarter due to fund redemptions driven by client caution and sustained market challenges....

Funds management • 18 July 2022

A former financial adviser has developed a new tool for quicker and easier production of Statements of Advice using data optimisation, enabling advisers to see more clien...

Financial planning • 18 July 2022

ANZ is to acquire the banking business of Suncorp for $4.9 billion, at the same time as withdrawing from proposals to acquire accounting firm MYOB....

People & Products • 18 July 2022

A former Sydney financial adviser has been sentenced to three years and two months imprisonment and fined $9,500 for acting dishonestly as a company director and stealing...

Policy & Regulation • 18 July 2022

Negative market movements led to a 53% decline in quarterly net inflows for Praemium in the June quarter....

Financial planning • 19 July 2022

Market volatility means exchange traded funds will be lucky to retain the same volume of funds under management as 2021 as BetaShares revises down its forecast following ...

Funds management • 19 July 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 15 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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