FUND MANAGERS

Policy & Regulation

The Association of Superannuation Funds of Australia and the FTSE Group have launched the FTSE ASFA Australia Index Series, claimed to be the industry standard tax-adjust...

Financial planning

Aviva Australia's separately managed accounts (SMA) are available to investors on its Navigator platform from today, the first time, according to the wealth manager, an S...

Financial planning

Austrac has commenced a program of random on-site inspections of financial planners for compliance with anti-money laundering laws....

Financial planning

Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...

Financial planning

Platform services provider OneVue has enhanced the separately managed account (SMA) on its investment platform....

Financial planning

A former client of Storm Financial and Colonial First State has used his submission to a parliamentary inquiry to argue for after-cost reporting of investment performance...

Funds management

Fund managers will need a passport to trade, while revamping AFSL regulations would impose further restrictions on the industry....

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Financial planning

What is a responsible investment? AMAL AWAD considers the changing hues of the financial services landscape....

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Financial planning

ROGER COLLISON contends that ignoring environmental, social and governance principles can be catastrophic for companies....

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Financial planning

The Accounting Professional and Ethical Standards Board is to produce a 'standard' for accountants, including chief financial officers employed by dealer groups and fund ...

Financial planning

David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....

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Financial planning

Four managers' ratings downgraded in sector review....

Financial planning

While it may seem safer to confine your investments to the local equities market, looking overseas may too be a good long-term strategy, writes Benjamin Levy....

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Financial planning

Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....

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Financial planning

Rating withdrawals of AXA, BlackRock and Tankstream funds follow suspension of redemptions and/or applications last year....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

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

2 weeks 1 day ago

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

3 weeks ago

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

3 weeks 5 days ago