Relative Return: Where MFS is seeing bond opportunities

Podcast Relative Return MFS Investment Management Sponsored by

In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional

AUTHOR

Insignia unveils new executive team

insignia financial insignia financial advisers financial advice

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee.

AUTHOR

Is the growing compliance workload reflected in pay?

compliance Hays regulation salaries remuneration

Compliance professionals say they face hefty workloads and growing burnout risk, but research finds this is not being reflected in their pay, with only compliance heads expected to see a pay rise this year.

AUTHOR

Supporting the next generation of advisers at AMP and Count

amp Count Financial graduate program professional year new entrants Anne Palmer

Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY candidates.

AUTHOR

Final Dixon complaints tally stands at 2,773 complaints

Dixon Dixon Advisory AFCA complaints

The Australian Financial Complaints Authority has confirmed that Dixon Advisory is no longer a member, with some 2,773 complaints having been received by the expulsion date.

AUTHOR

Capturing potential in infrastructure

Lazard infrastructure global listed infrastructure Alternatives

The combination of earnings stability and inflation protected earnings means infrastructure is uniquely positioned for the world we face today, where inflation remains stubbornly high and recession risk lurks, writes Warryn Robertson.

AUTHOR

Managed funds investors ‘unknowingly’ overpaying fees

global x Global X ETFs ETFs managed funds

Switching from managed funds to lower-cost ETF products could save Australian investors nearly $4 billion in total fees per year, according to Global X.

AUTHOR

Submissions open for Super Fund of the Year Awards 2024

Superannuation SuperRatings awards super review

Nominations and submissions have opened for this year’s Super Fund of the Year Awards for two individual categories.

AUTHOR

Robeco launches sustainable-focused fund range

robeco bonds fixed income equities sustainable funds

Robeco has launched two new equity strategies and transitioned two of its existing fixed income funds to give investors greater exposure to the sustainable transition.

AUTHOR

Adviser’s non-compliant SOA problems broken down by ASIC

financial advisers AAT appeal financial advice ASIC

Details have been shared regarding the failures in an adviser’s non-compliant statements of advice which led to a three-year ban as well as how improvements in his behaviour saw it reduced by the Administrative Appeals Tribunal.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 2 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 3 days ago