POWERED BY MOMENTUM MEDIA
FINANCE
Funds management
Investors need risk management that extend beyond the traditional safeguards of a long-term perspective and diversification, according to Milliman....
Funds management
Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...
Financial planning
Financial advisory firm, Securitor, has awarded its advisers at a gala dinner celebrating 30 years of partnerships in the advice space....
Financial planning
Strategy Steps’ co-founders have sold their firm to software product and online tool firm, knowIT group, as they look to focus on aged care....
Funds management
Multinational companies had outpaced the broader market, while technology and healthcare companies were most likely to flourish, according to Capital Group....
Financial planning
Banks need to stop paying all incentives, including all grandfathered commissions, to help re-build confidence in the banking system, ISA believes....
Funds management
BlackRock has announced the launch of four iShares Edge Smart Beta ETFs for Australian investors....
Financial planning
Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment. ...
Superannuation
The SMSF Association has welcomed the ATO’s clarification on the consequences for SMSFs with LRBAs not on arm’s length terms, and stressed the need for clients to attain ...
Funds management
Colonial First State has appointed technology solutions supplier, IRESS, to implement its IPS technology to the CFS platform....
Funds management
A preference for near-cash products will help Hong Kong overtake Switzerland to be the world’s wealthiest by savings per capita by 2020, a report found....
News
Wingate Private Equity and Sandbar are behind Australia's largest digital marketing health channel, after leading a $25 million capital raise. ...
News
IRESS has executed a $90 milliion acquisition of Financial Synergy, which it said would complement the firm's existing capabilities. ...
Superannuation
Many big name superannuation funds are running highly visible advertising campaigns but reporting zero expenditure to the regulator. ...
Financial planning
Figures from the ABS have revealed a steady growth of roles in financial and insurance services, illustrating businesses were more easily adapting to volatile conditions,...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....