FUNDS MANAGEMENT

Superannuation

A recent determination by the Superannuation Complaints Tribunal has revealed the ugly consequence of super funds investing in highly illiquid assets....

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Funds management

Proprietary models are the view of investment managers when it comes to looking at the transparency of smart beta ETFs. ...

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Funds management

Large scale asset managers have not added to financial instability but weathered the financial crisis well according to ASIC and IOSCO chair, Greg Medcraft....

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Funds management

Investors need to let go of traditional asset allocation if they are to capture yield they need in retirement, Principal Global Investors believes....

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Superannuation

The States are adding costs to deferred lifetime annuities by imposing ambiguous and uncertain stamp duty rules....

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Superannuation

Australia’s largest industry fund has added its voice to calls to limit super tax concessions to eliminate scope for estate planning....

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Funds management

Active management is sold on the basis of past performance and not bought by investors according to an indices provider executive....

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Life/Risk

Property investors are forecasting that non-residential assets will outperform the equities market over the coming 12 to 24 months, the API reveals....

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Funds management

The number of high net worth clients in Australia, and around the world, has continued to grow along with their appetite for robo-advice despite resistance from wealth ma...

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Funds management

Unsecured creditors of BBY companies may receive distributions of between zero and 24 cents in the dollar should the businesses be liquidated, the administrator reports....

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Funds management

ETFs have boomed as a sector but investors should be cautious about chasing international performance. ...

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Funds management

Errors on white-labelled Macquarie platforms lead to refunds payments to 2300 present and former clients....

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Funds management

PPB Advisory denied it intended to deregister Trio Capital or Astarra Strategic fund, and said claims by Victims of Financial Fraud were “factually incorrect”....

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People & Products

Qualitas appoints former Perennial CEO, Lewis Bearman, as its first external director....

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People & Products

Dealer group Fortnum Financial Group has approved use of Colonial First State’s FirstWrap platform....

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MARKET INSIGHTS

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

3 weeks ago

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

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 20 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. ...

1 day 11 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago