IMAP

Funds management

Central banks are on a path to normalisation with the cash rate expected to be at 3.4% in two to three years, according to BMIS....

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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...

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Financial planning

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

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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....

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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...

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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...

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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....

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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....

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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...

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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...

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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’...

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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....

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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 ...

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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...

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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...

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 22 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 22 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 17 hours ago

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

10 months 1 week 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. ...

10 months ago

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

10 months 1 week ago