FUNDS MANAGEMENT

Superannuation

Following SuperRatings criticism of the FSC/ASFA standard risk measure yesterday, ASFA has said it will incorporate the points made in a review of the SRM later this year...

Policy & Regulation

In the lead-up to tax time, the Australian Taxation Office (ATO) is warning taxpayers about new and complex tax avoidance schemes offering people financial security....

Funds management

New FSC analysis confirms weakening sentiment around Australian equities in fully priced market....

Funds management

Australian Super reveals it will be paying $500 million in fees to external managers around the time it reaches $100 billion in AUM....

Financial planning

AIOFP has partnered with Instreet to roll out a structured product for its members, as optimism comes back to the market....

Funds management

China’s GDP (gross domestic product) growth is set to downshift over the next five years, with the slow-down in policy stimulus to hit the Australian economy hard....

People & Products

Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....

Financial planning

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

Financial planning

ASIC launches Federal Court action over moves around sale of the Premium Income Fund....

Funds management

Fund managers investing to outperform benchmarks are irrelevant to end investors as managers often stray from their own investment objectives and do not meet the returns ...

Editorial

As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...

Funds management

As part of its ongoing review of the sector, the Australian Securities and Investments Commission (ASIC) has released updated regulatory guidance for operators of registe...

Funds management

Lonsec predicts low-volatility 'actively managed’ ETFs will gain local traction...

Funds management

IOOF partners with Legg Mason to establish Australian equities and listed property funds for its multi-manager line-up. ...

Funds management

With yields at historical lows, many investors are missing out on the flexibility of actively-managed fixed income portfolios due to a lack of understanding. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 6 days ago

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

2 weeks 1 day ago

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

1 week 6 days ago
moneymanagement logo