FUNDS MANAGEMENT

Financial planning

Zenith grants AMP Wholesale Australian Bond Fund a ‘recommended’ rating....

Financial planning

The platform joint venture between OneVue and the Eureka report has gone live....

Life/Risk

APRA identifies exit of reinsurers as primary driver of higher premiums in group market....

Financial planning

Hastings Funds Management continues its infrastructure debt push via key Japanese link. ...

Superannuation

APRA has been questioned over the appropriateness of industry fund directors’ fees exceeding $1 million a year....

Superannuation

The ISA points to the tension between members’ best interests and shareholder returns with respect to bank-owned super funds. ...

Financial planning

Altius AM launches bond product into ESG space....

Financial planning

AustralianSuper appoints Principal Real Estate Investors as its advisor for US office strategy....

Financial planning

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

Superannuation

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

Superannuation

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

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....

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....

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 3 days ago

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

1 week 5 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 3 days ago
moneymanagement logo