Challenges to wills have been unrelenting as household debt grows so it is important to establish a watertight vehicle, writes Mercia Chapman....
With advice practices recording a slight uplift in profitability after years of decline, Business Health has outlined five key trends contributing to the change. ...
With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....
Ahead of the 2023 Fund Manager of the Year Awards on 22 June, Money Management spoke to finalists of the Infrastructure Fund of the Year category....
The finalists of the Global Property Securities Fund category at the 2023 Fund Manager of the Year Awards have shared their insights with Money Management....
Sunny Bangia, portfolio manager and founding equity partner at the investment manager, has left the firm after eight years. ...
E&P Financial Group and K2 Asset Management are in battle with an activist manager around the best way to handle the troubled US Masters Residential Property fund....
The finalists of the Australian Property Securities Fund category at this year's Fund Manager of the Year Awards have shared their thoughts on navigating a high-interest,...
The Munro Global Growth Fund has benefited from the share price spike seen in Nvidia that valued the company at US$1 trillion....
With SuperRatings estimating a 0.2 per cent loss on the median balanced option in May, advisers are encouraged to temper client expectations on their super fund returns. ...
Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...
Superannuation funds are expected to be the big winners in this year’s Quality of Advice Review as Association of Superannuation Funds Australia deputy chief executive, G...
The government has issued its formal response to the Quality of Advice Review, covering removing regulatory red tape, expanding access to retirement income advice and ex...
Minister for Financial Services, Stephen Jones, has said the government will review the remaining eight recommendations in the Quality of Advice Review by the end of the ...
The wealth manager has acquired a 20 per cent stake in Euree Asset Management, a new firm headed by former AFL player James Hird, which will soon launch three fund option...
The Australian ETF industry has recorded its strongest inflows year to date in May, receiving over $1 billion in inflows during the month....
Three financial advisers, including a former chair of the Financial Planning Association of Australia, have been awarded a Medal of the Order of Australia in this year’s ...
The government has announced it will adopt the bulk of Quality of Advice Review recommendations, which has been largely welcomed by industry bodies....
OnePath Custodians has been fined $1.46 million for failing to direct 125 member contributions to a MySuper product....
A Western Australian financial adviser is on trial for allegedly stealing $1 million from the superannuation accounts of eight clients to fund his gambling habit....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...