RATINGS AGENCY

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 ...

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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...

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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. ...

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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....

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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

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 19 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 20 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

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

9 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. ...

9 months ago

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

9 months 1 week ago