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CUSTODY

Financial planning

High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...

Funds management

Mainstream Fund Services has launched custody services after it successfully raised enough capital to fund the regulatory capital required to operate as an eligible custo...

Superannuation

Fund trustees are looking beyond Aussie shores as the super sector grows and markets need to absorb more capital, according to ACSA....

Financial planning

The custody sector has assets worth around 176 per cent more than the market value of the ASX, which stands at $1.6 trillion, a custodial body said....

Financial planning

ASIC has cancelled Dunfo Capital’s AFSL after giving the firm six months to meet its legal obligations and licence conditions. ...

Funds management

Australian Unity reveals strategy to utilise its Flinders acquisition to move into full suite trustee services....

Superannuation

BNP Paribas has appointed OneVue Fund Services to be its unit registry provider for the next five years to leverage automation and infrastructure....

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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’...

1 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago