CFS

Financial planning

Financial advisers have been querying whether the Government’s proposed annual superannuation performance test could lead to some MySuper funds to review their investment...

People & Products

The First Sentier Investors CFS Equity Income Fund Class A has received the Morningstar Analyst Rating of silver....

Funds management

The top-performing fund when comparing the smallest and largest active global equity funds was a $1.2 million sized fund returning 44.35% since the start of 2020, accordi...

Funds management

There are 10 new funds that have received 5 Crown ratings after being previously unrated, with funds from CFS, Legg Mason, Perennial, GQG Partners, Eley Griffiths and Sim...

Financial planning

While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...

Superannuation

Data analysis around the Government’s hardship early release superannuation regime has revealed that the ‘rivers of gold’ inflows generated by the superannuation guarante...

People & Products

Charter Hall has announced it has appointed ex-AMP Capital global head of real estate Carmel Hourigan as its new office chief executive, replacing Adrian Taylor who will ...

Superannuation

Superannuation fund members returning to access the $10,000 second tranche of the Government’s hardship early release superannuation regime have dominated the latest Aust...

Superannuation

Superannuation fund executives have confirmed that the predicted second tranche early release superannuation surge has become a reality....

Superannuation

Just over $18 billion has already been taken from superannuation accounts via the Government’s hardship early release superannuation scheme and the Australian Prudential ...

Funds management

Technology funds have proved resilient as funds have regained COVID-19 sell-off losses and one fund manager believes growth prospects are stronger for technology than oth...

Superannuation

Big, highly-exposed superannuation funds continue to make the bulk of hardship, early release superannuation payments....

Financial planning

Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....

Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

Funds management

There are five funds which could be set to benefit from the acquisition of OneVue by Iress after the financial technology firm announced a capital raising and a scheme of...

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’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 14 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
moneymanagement logo