"FUNDS MANAGEMENT"

Financial planning

AMP Capital announces management restructure resulting in departure of Sharon Davis....

Funds management

An ASIC report has pointed to some vertically-intregrated funds management firms continuing to disguise their lack of effective conflicts of interest policies....

Funds management

O’Dwyer cites Cbus Royal Commission wrongdoing as she claims superannuation funds which resist governance changes are out of step with the rest of Australia. ...

Funds management

RIAA has strengthened its certification program as Australian investors are increasingly embracing ethical investing....

Funds management

Investors are finding the growth potential of technology and financial services sector firms attractive when it comes to IPOs. ...

Funds management

OneVue has posted retail funds under management of over $3 billion for the first half of 2016, while its LUMINOUS platform saw 150 new adviser registrations. ...

Funds management

Despite the push for pensions, the latest super data reveals that most people are still taking lump sums....

Funds management

Accenture launches specialised practice for banks and brokers to implement blockchain technology and distributed ledger solutions. ...

Funds management

Deep penetration of the advice industry combined with the successful listing of its Global Equities Fund on the ASX, helped take Magellan to a new level....

Funds management

Securities transaction and fund administration software provider, GBST, has entered an end-to-end managed services agreement with financial advisory firm, Baillieu Holst....

Funds management

The key superannuation organisations are expressing concern at reports the Government is considering scrapping lifting the superannuation guarantee to 12 per cent. ...

Funds management

The Treasury has been warned that the Government’s proposed new super portfolio holdings disclosure regime may hit the use of SMAs....

Funds management

Federal Treasurer, Scott Morrison signals an end to super as a vehicle for “tax free inheritance pools”....

Superannuation

Federal Treasurer, Scott Morrison, is refusing to rule in or out the use of superannuation to pay down HECS debt....

Funds management

New research has confirmed that as Australians increasingly adopt financial services technology, their loyalty to major bank and insurance brands is waning....

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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 month 3 weeks 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...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

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

1 week 6 days ago

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

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