FINANCE

Funds management

Investors need risk management that extend beyond the traditional safeguards of a long-term perspective and diversification, according to Milliman....

image
Funds management

Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...

image
Financial planning

Financial advisory firm, Securitor, has awarded its advisers at a gala dinner celebrating 30 years of partnerships in the advice space....

image
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....

image
Funds management

Multinational companies had outpaced the broader market, while technology and healthcare companies were most likely to flourish, according to Capital Group....

image
Financial planning

Banks need to stop paying all incentives, including all grandfathered commissions, to help re-build confidence in the banking system, ISA believes....

image
Funds management

BlackRock has announced the launch of four iShares Edge Smart Beta ETFs for Australian investors....

image
Financial planning

Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment. ...

image
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 ...

image
Funds management

Colonial First State has appointed technology solutions supplier, IRESS, to implement its IPS technology to the CFS platform....

image
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....

image
News

Wingate Private Equity and Sandbar are behind Australia's largest digital marketing health channel, after leading a $25 million capital raise. ...

image
News

IRESS has executed a $90 milliion acquisition of Financial Synergy, which it said would complement the firm's existing capabilities. ...

image
Superannuation

Many big name superannuation funds are running highly visible advertising campaigns but reporting zero expenditure to the regulator. ...

image
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,...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago