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FUNDS MANAGEMENT
Financial planning
UBS and NAB have pledged $1 million and $2 million respectively to financial literacy projects in Australia, after a run-in with the regulator....
Financial planning
Three Macquarie model portfolios receive Lonsec’s Recommended rating....
Financial planning
PM Capital raises $174 million and lists overseas equities fund...
Superannuation
IFM Investors infrastructure head points to impact of super liquidity rules on infrastructure debt funding....
Funds management
A closer look at the seemingly strong growth of the Australian managed fund sector reveals weak flows across most major sectors, report says....
Funds management
Hedge fund managers looking to expand current business models but investors reluctant to lift allocations....
Life/Risk
New APRA draft places expectations on group insurers about how they handle claims....
Financial planning
As the big banks move their focus away from advice, financial planners will most likely return to the non-aligned space, lawyer says....
Superannuation
New survey reveals super trustees and executives don’t believe their members understand their life insurance offerings....
Superannuation
A new survey has revealed narrow majority support for making super funds subject to the same rules as publicly-listed companies....
Funds management
FSC points to cross-border flows report to renew calls for Investment Manager Regime implementation....
Superannuation
New survey confirms strong support for a single regulator approach to superannuation....
People & Products
National Australia Bank has signed senior ANZ executive Justin Greiner as chief executive officer of its broking business JBWere....
Funds management
Minimum investment amounts heavily reduced to attract planners, retail investors and SMSFs. ...
Funds management
Two funds management executives have cautioned that the sharp rise in equity returns, particularly dividend stocks, may not continue next year....
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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...