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FUNDS MANAGEMENT
Financial planning
MDA providers faced their first deadline of 1 October to comply with the revised MDA services framework but not many had moved on this, The Fold Legal said....
Financial planning
Compliance automation was disrupting the comprehensive advice model and was replacing it with single piece advice as clients demanded more efficiency and innovation....
Funds management
Centuria has launched an unlisted property fund which is expected to benefit from projected improvement in the Brisbane market office....
Tools & guides
Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...
Funds management
Younger investors are more likely to put stock market returns at risk as they tend to trade more frequently, according to a RMIT University and the University of Cape Tow...
People & Products
Zenith has upgraded the PIMCO Income Fund from a 'recommended' to a 'highly recommended' rating, which was the highest rating....
Financial planning
AMP has restructured its advice business, including the integration of AMP Financial Planning, AMP Advice, AMP Horizons, and AMP Direct, and has announced leadership chan...
Funds management
Latitude Financial Services has priced its inaugural Australia Credit Card master trust transaction....
People & Products
Quintis managing director, Frank Wilson has resigned in what appears to be a precursor to a bid for the publicly-listed agribusiness operator....
People & Products
Former CFSGAM executive, Mark Rogers has joined the board of sustainability consultancy, Edge Environment....
Funds management
Washington H. Soul Pattinson, which invested in Hunter Hall Global Value and Hunter International in the past six months, has reported a net profit after tax of $149 mill...
People & Products
Zenith has delivered a “recommended” rating to BNY Mellon investment manager, Insight Investment's Insight Global Absolute Return Bond Fund....
People & Products
Grant Samuel Funds Management has made key institutional and distribution appointments, appointing Charles Levinge as head of institutional business....
Features
Australian equities have settled since last financial year’s volatility but advisers have been warned to make selective and diversified decisions, Jassmyn Goh finds....
Features
While currency exposure can provide a safety valve for economic downturns, advisers need to employ a structured approach to manage foreign exposures, Matthew Hopkins writ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...