FUNDS MANAGEMENT

Financial planning

BetaShares launches new product using Fundamental Index methodology....

Financial planning

Perpetual Global Share Fund gets “recommended” rating from Zenith....

Financial planning

New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....

Life/Risk

Cromwell Property Group has entered a conditional deal to purchase European property funds manager, Valad Europe, for $208 million....

Superannuation

New research has revealed that price is no longer regarded as the most important factor in insurance selection with benefit design and claims handling the trump cards....

Superannuation

AIST urges Government not to adopt Board of Taxation’s recommendations lifting the super payment threshold for low income workers to $1350 a quarter....

Funds management

Perpetual has announced net inflows of $500 million for the December quarter largely driven by inflows into Perpetual Equity Investment Company Limited, the group’s firs...

Financial planning

JP Morgan Global Strategic Bond Fund added to BT, Asgard and IOOF platforms....

Superannuation

Retail superannuation funds have continued to close the returns gap with industry funds....

Funds management

Newly appointed Federal Assistant Treasurer, Josh Frydenberg, has backed governance improvements for superannuation funds, including more independent directors....

Financial planning

Standard Life opens new offices amid continued global growth....

Financial planning

WAM Capital offers existing investors a share purchase opportunity....

Superannuation

New survey reveals strong support for at least one-third independent directors on superannuation fund boards....

Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

Superannuation

While their members see little value in sporting sponsorships, super fund executives and trustees are split on the issue....

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 2 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 3 weeks ago

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

3 weeks 2 days ago

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

1 week 4 days 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 2 days ago
moneymanagement logo