FUNDS MANAGEMENT

Funds management

ASIC consultation brings ASX platform a step closer but narrows its focus....

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People & Products

Kevin White joins Easton Investment as managing director ...

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Financial planning

AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

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Funds management

Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...

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Funds management

Institutional investors are likely to increase allocations to real assets in 2013, according to AMP Capital’s latest Institutional Investor Report; however, results are s...

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Superannuation

An ASFA submission has confirmed the degree to which super funds are evolving to meet the retail market....

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Financial planning

The Trust Company (Trust) has been named as a defendant in a case brought in the Federal Court of Australia by a debenture holder of Australian Capital Reserve (ACR)...

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Funds management

With equity markets starting look more favourable, a multi-asset portfolio approach may help to mitigate the effects of short-term risks in a low-return, high-volatility ...

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Superannuation

APRA defers key element of SuperStream data collection to second half of next year....

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Funds management

Clients’ objectives being lost amid pandemic of short-termism, according to Money Management roundtable participants....

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People & Products

Perpetual has bolstered its distribution strategy with the appointment of Dean Winterton as general manager distribution....

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Superannuation

Consumer engagement will benefit industry funds as managers need to be given time to perform...

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Superannuation

APRA’s latest superannuation data is out – super assets have increased by approximately 13.5 per cent over the year to March....

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Superannuation

Survey reveals how super funds are failing to communicate the impact of policy changes to employers....

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Financial planning

Praemium has announced that its separately managed account (SMA) platform has been signed up to the Government’s Significant Investor Visa (SIV) scheme....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months 1 week ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks ago