PLATFORMS

Financial planning

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Financial planning

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Financial planning

US-based global equities manager Batterymarch expects to grow Legg Mason’s global equities portfolio to $1 billion within the next 18 months....

Financial planning

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Financial planning

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Financial planning

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Superannuation

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Financial planning

In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...

Financial planning

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Funds management

Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....

Financial planning

Global investment company T. Rowe Price will boost its presence within the Australian market, focusing on providing global equity investments to retail platforms, indepen...

Financial planning

AMP Capital Investors has launched a new fund to give retail investors direct access to its sustainable investments approach....

Life/Risk

St George-owned financial planning dealer group Securitor plans to add a new insurance asset class to its AdviserNetgain practice management tool in an attempt to bridge ...

Financial planning

Former head of IOOF retail funds management Jarrod Brown has landed a new post with research house Standard & Poor’s as its executive investment services....

Financial planning

Recent share market volatility has illustrated the value of including non-market correlated assets in an investment portfolio, according to an industry fund manager....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 12 hours ago