FUNDS
Financial planning
The SMSF Association has claimed the licensing of accountants and the designation of SMSFs as financial products has added $2,000 in fees to the running of a fund....
Financial planning
Spring Financial Group has shifted strategy on its acquisition of Financial Choice but moved to provide dealer group services....
Financial planning
Perpetual Limited has posted a solid full-year result with plenty of help from Perpetual Private....
Financial planning
Data from finder.com.au showed close to half of the population use just one bank for all financial needs....
Financial planning
IRESS has reported a 10 per cent increase in its net profit for the first half of the year thanks to its acquisition of Financial Synergy....
Funds management
MFS Investment Management is offering a blended research strategy trust for the first time to the retail market. ...
Financial planning
The AFA has seriously questioned the value of ASIC’s oversight of codes of conduct, noting that the FOFA ‘opt-in’ code took years and is the only one in existence....
Funds management
There are significant active management investment opportunities thanks to the increasing flow of passive index funds and ETFs, Greencape Capital believes....
Funds management
Magellan Global Equity Fund has experienced the sector’s lowest drawdowns over multiple periods thanks to its 0.8 volatility risk cap....
Superannuation
A National Australia Bank survey showed super funds have changed their approach to currency risk management to adapt to the growing market....
Features
Smart beta came into play around 50 years ago when advisers looked for an alternative to the market cap-based indices approach. Since then, technology and industry compet...
Features
Despite the fact that smart and alternative beta strategies have been around for 50 years, experts have said advisers and fund managers were still unclear on the differen...
Financial planning
The majority of Australians have not seen a financial adviser despite mounting concerns about their retirement as they feel it is only for the wealthy....
Funds management
Over the past seven years, the average AMI Mixed Asset Aggressive fund has delivered a higher return than the S&P ASX 300 without giving investors a bumpier ride than the...
Funds management
AIA Group has reported strong results in the first half of 2017, including the company’s continued positive performance in Australia and New Zealand....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...