Morningstar is to acquire Canadian financial planning and risk-profiling software firm PlanPlus Global....
Questions are being raised about funds holding illiquid assets after the suspension of a £3.7 billion fund run by Neil Woodford. ...
FinaMetrica and PlanPlus have formally rebranded to PlanPlus Global following their merger last year and revealed details of a new product suite. ...
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
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. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...