IMAP

Funds management

Morgan Stanley believes Australia is well placed to outperform most developed markets and is forecasting Australia’s gross domestic product to grow 4.5% this calendar yea...

image
Financial planning

Funds under management in managed accounts have risen to $131.6 billion with particular growth seen in the separately-managed account space. ...

image
Financial planning

The wealth management industry is headed toward a consumer-focused business model and the trend will only be accelerated by disruptive technology giants....

image
Financial planning

The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Grou...

image
Financial planning

Open data ecosystems designed by tech giants will drive down the time taken to produce advice, and the most important decision an advisory can take is choosing to adapt w...

image
Financial planning

The options in the market for managed accounts are helping provide accessible options for advisers who need to achieve scale, according to abrdn....

image
Funds management

Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....

image
Editorial

The widespread general criticism of the Financial Adviser Standards and Ethics Authority’s latest efforts around code of conduct guidance should be the catalyst for the G...

image
Financial planning

The Financial Adviser Standards and Ethics Authority has been accused of simply complicating matters rather than bringing greater clarity to its financial adviser code of...

image
Financial planning

Clarity around Standard 3 of the financial adviser code of ethics is vital and the Financial Adviser Standards and Ethics Authority needs to stop playing ‘semantic games’...

image
Financial planning

Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data....

image
Financial planning

Yet another organisation has joined the chorus of voices calling for change to the Financial Adviser Standards and Ethics Authority code of ethics, particularly Standard ...

image
Features

While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...

image
Funds management

Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...

image
Financial planning

All participants in the financial services industry should bear the burden of funding a compensation scheme of last resort but any levy should be capped at 0.5% of revenu...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

6 hours 39 minutes ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

7 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

7 hours 47 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago