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FUNDS MANAGEMENT

Financial planning

Many non-aligned advisers are struggling to justify the cost of investing in platforms, highlighting the need for tailored solutions, according to the managing director o...

Funds management

Ratings house Zenith said its research points to the importance of active management for small cap investing....

Superannuation

Sunsuper enters investment alliance with Vangaurd Group....

Financial planning

A new survey reveals that most SMSF advisers see property (both commercial and residential) as the best destination for LRBAs....

Funds management

APRA deputy chairman, Ian Laughlin, has identified the market power of industry funds and how it has influenced the group life market. ...

Financial planning

Western Asset Management has recruited a new head of client service and marketing....

People & Products

Invesco launches Invesco Wholesale Global Targeted Returns Fund....

Superannuation

Industry Super Australia wants the law changed to prevent banks from ‘bundling’ services to lure employers into bank-owned super products....

Superannuation

SMSF Association chief executive, Andrea Slattery, believes those doing the spruiking need to be regulated....

Financial planning

AXA IM signs license agreement with Simcorp....

Superannuation

Government urged to consider allowing married couples to have joint superannuation accounts....

Financial planning

Centrepoint Alliance has increased its statutory net profit after tax by more than 100 per cent and will pay a dividend to its shareholders for the first time in eight ye...

Financial planning

Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....

Financial planning

MDS Financial Group enters into JV with New York-based J.Streitcher Asset Management....

Superannuation

Challenger is surfing an annuities wave generated by retiring baby boomers....

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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 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago