DISCLOSURE

Funds management

The Australian Securities and Investments Commission (ASIC) has released final rules around over-the-counter (OTC) derivatives trade reporting obligations for financial i...

image
Funds management

ASIC consultation brings ASX platform a step closer but narrows its focus....

image
Financial planning

As it continues its discussions with industry, the Australian Securities and Investments Commission (ASIC) has extended the commencement of upcoming disclosure benchmarks...

image
Funds management

BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....

image
Funds management

Investors give fund managers thumbs-up for costs, but look for greater disclosure at fund level. ...

image
Financial planning

Warning that FOFA fee disclosure requirements will create more problems than they fix....

image

Super funds will have to disclose all types of advice-related fees charged to members after the new APRA reporting standards take effect on 1 July. ...

image
Funds management

ASIC has released a consultation paper that aligns with international standards on risk management for the managed funds sector, it said....

image
Funds management

Managed discretionary accounts (MDAs), which allow advisers to run direct equities portfolios for their clients, are under review by the Australian Securities and Investm...

image
Editorial

ANZ has reported FUM growth for the last quarter of 2012, but CEO Mike Smith says the environment for wealth remains subdued....

image
Financial planning

The Financial Services Council wants the Corporations and Market Advisory Committee to extend the inquiry into charitable trusts to ensure a level playing field for all p...

image
Life/Risk

We are all guilty of ticking a box saying we have read the offer terms and conditions when in fact we have not. Col Fullagar lists the contents of some of the more common...

image
Life/Risk

Col Fullagar gains insight into a client's duty of disclosure to an insurance company by studying a number of court disputes on the matter....

image
Superannuation

Having explained why they are financial products, David Court now examines the manner in which the disclosure requirements apply to SMSFs....

image
Editorial

Ever since the first impact of the global financial crisis, both international and domestic regulators have been announcing changes to hedge funds, which would aim at imp...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Random

What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...

2 days 1 hour ago
JOHN GILLIES

The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...

2 days 22 hours ago
JOHN GILLIES

How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...

2 days 23 hours 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 4 weeks 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 2 weeks ago

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

9 months 4 weeks ago