RATINGS AGENCY

Funds management

Moody’s has painted an optimistic picture for alternative asset managers in the year ahead, with lower interest rates and deregulation likely to prove supportive for thei...

Financial planning

According to Fitch Ratings, Westpac’s agreement with AUSTRAC will have no impact on the bank’s ratings as the risk and governance shortcomings have been already factored ...

Life/Risk

The Actuaries Institute has produced a report to underpin its call for a radical overhaul of disability income insurance in Australia which it claims has become highly un...

Funds management

Monash’s absolute investment fund has received a ‘recommended’ rating for attempting to grow investors wealth in a reliable way, according to Lonsec Research. ...

Funds management

Morningstar launched a global risk model with 36 factors to help investors analyse stocks and equity portfolios and make more informed investment decisions....

Funds management

Zenith has given Kardinia’s absolute return fund a ‘highly recommended’ tick for the fifth year in a row. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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