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Funds management

First home buying has fallen to its lowest level ever, making up just 6.9 per cent of all home loans, down from a previous long-term national average of 15 per cent, acco...

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Financial planning

The Commonwealth Bank’s financial advice remediation program has attracted more than 4500 cases from aggrieved customers in its first few months, an independent review ha...

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Superannuation

SMSFs breed more satisfied Australian customers than their industry and retail counterparts, according to a survey. ...

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Financial planning

BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....

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Financial planning

The changing financial services landscape looks promising for job growth, particularly in the risk area where prospective employees can cash in on tighter regulations. ...

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Policy & Regulation

Most financial planners believe they will have to increase the fees they charge clients as a result of the Future of Financial Advice (FOFA) reforms, a new survey reveals...

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Superannuation

Australian superannuation funds are targeting alternative investments and taking on greater risk in an effort to meet members’ expectations, a report shows. ...

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Superannuation

SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....

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Superannuation

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

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Funds management

Boutique funds management organisation, Treasury Group, has completed its merger with US-based Northern Lights Capital Group as previously announced....

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Financial planning

New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....

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Financial planning

More women are employed in financial services than men but still lag in leadership roles and still face sizable gaps in their remuneration...

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Superannuation

Single retirees will need to spend $767 more a year to afford a comfortable retirement, the ASFA Retirement Standard showed....

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Funds management

The median Australian share fund manager was below par from the index return by 0.3 per cent over October, Morningstar Institutional Sector Survey showed....

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Superannuation

Australian super funds’ median growth fund returned 1.4 per cent over October 2014, according to the Morningstar Australian Superannuation Survey. ...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago