FUNDS MANAGEMENT

Financial planning

Lonsec delivers Perennial Value Wealth Defender Australian Shares Trust a ‘recommended’ rating....

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Superannuation

SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....

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Superannuation

The Government is intent on proceeding with changes to superannaution fund governance to bring them into line with publicly-listed companies....

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Financial planning

OpenMarkets completes first direct to consumer Managed Funds trade through new platform....

Financial planning

OneVue links to Eureka Report to launch digital super solution....

Financial planning

Zenith awards Australian Unity Diversified Property Fund a ‘recommended’ rating....

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Funds management

The median Australian share fund manager was below par from the index return by 0.3 per cent over October, Morningstar Institutional Sector Survey showed....

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Financial planning

New research suggests SMSF advice is a prime area for consolidation....

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Funds management

Managed investments and superannuation funds have underperformed their benchmarks through a combination of index hugging and high management fees with nearly fifteen per ...

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Funds management

Macquarie Group has emerged as Australia’s largest fund manager and 52nd ranked manager in the world, but IFM Investors is growing in Australian influence....

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Financial planning

SQM Resarch declares its intention to move beyond property and into funds ratings, starting with alternative assets and fixed income....

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Superannuation

Industry fund VicSuper has broken new ground by partnering with Challengers to produce an annuities offer to members....

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Superannuation

New white paper warns that member direct strategies may backfire on industry funds seeking to halt leakage of members to SMSFs....

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Funds management

AMP posts strong quarter doubling cashflows over the same period in 2013 and with a solid contribution from its North platform....

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Funds management

ASIC has been told there needs to be greater clarity between what represents a ‘fee’ and a ‘cost’ in Product Disclosure Statements....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

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

2 weeks 3 days ago

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

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago