INVESTMENT MANAGEMENT

Financial planning

Zurich Australia has been rated the top life risk provider in the Australian market by the WA Taylor Report for the third successive year....

Financial planning

Australia’s top 10 fund managers found themselves back in positive territory in the three months to the end of September with BT/Westpac leading the way with an increase ...

Financial planning

Abstract Long...

Financial planning

Navigator has added two new funds to its administration platform – the Greencape Wholesale Broadcap Fund and the Greencape Wholesale High Conviction Fund....

Financial planning

In an effort to demystify life insurance, Zurich has thrown away traditional thought patterns and by the end of the year will have launched a new product designed to revo...

Financial planning

Trust Company has outsourced the management of its self-managed accounts business to specialist manager Next Financial....

Superannuation

Advisers are drowning in choice – that is, a growing choice of information and new research available to help them get the requisite levels of documentation they now requ...

Financial planning

Former US Vice-President Al Gore has urged Australian superannuation fund trustees to avoid short-termism when assessing investment strategies....

Financial planning

There are some members of the financial services industry whose influence transcends any particular year. They are, and always will be, some of the industry’s most influe...

Financial planning

Australian Wholesale Funds Marketing is planning to apply for a retail licence to enable it to offer two overseas funds to advisers and platforms....

Financial planning

When the announcement came last week that interest rates would not rise, what should have been good news for home owners was stained by a less than subtle threat by the R...

Financial planning

Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...

Financial planning

Commonwealth Bank of Australia’s plans to restructure its financial advice division into a new look Colonial First State has forced the departure of CBA executive general...

People & Products

Super fund Sunsuper has appointed Mercer Investment Consulting to advise on its range of investment products....

Financial planning

John Wilkinson pinpoints the global hot – and not-so-hot spots – in international equities....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 20 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago