FINANCE

Funds management

Investors need risk management that extend beyond the traditional safeguards of a long-term perspective and diversification, according to Milliman....

Funds management

Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...

Financial planning

Financial advisory firm, Securitor, has awarded its advisers at a gala dinner celebrating 30 years of partnerships in the advice space....

Financial planning

Strategy Steps’ co-founders have sold their firm to software product and online tool firm, knowIT group, as they look to focus on aged care....

Funds management

Multinational companies had outpaced the broader market, while technology and healthcare companies were most likely to flourish, according to Capital Group....

Financial planning

Banks need to stop paying all incentives, including all grandfathered commissions, to help re-build confidence in the banking system, ISA believes....

Funds management

BlackRock has announced the launch of four iShares Edge Smart Beta ETFs for Australian investors....

Financial planning

Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment. ...

Superannuation

The SMSF Association has welcomed the ATO’s clarification on the consequences for SMSFs with LRBAs not on arm’s length terms, and stressed the need for clients to attain ...

Funds management

Colonial First State has appointed technology solutions supplier, IRESS, to implement its IPS technology to the CFS platform....

Funds management

A preference for near-cash products will help Hong Kong overtake Switzerland to be the world’s wealthiest by savings per capita by 2020, a report found....

News

Wingate Private Equity and Sandbar are behind Australia's largest digital marketing health channel, after leading a $25 million capital raise. ...

News

IRESS has executed a $90 milliion acquisition of Financial Synergy, which it said would complement the firm's existing capabilities. ...

Superannuation

Many big name superannuation funds are running highly visible advertising campaigns but reporting zero expenditure to the regulator. ...

Financial planning

Figures from the ABS have revealed a steady growth of roles in financial and insurance services, illustrating businesses were more easily adapting to volatile conditions,...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago