FUNDS MANAGEMENT

Financial planning

BT Wrap has knocked back claims by Sirius Funds Management that it was uncommunicative, stating information had been supplied on a regular basis....

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Funds management

The FSC has sought to scotch industry super claims that banks are offering incentives to employers on the selection of default funds....

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Funds management

Colonial First State launches the group’s first Separately Managed Account to be offered through a Commonwealth Bank-owned advice group....

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Financial planning

Stronger markets and effective strategy have helped drive BTIM half-year results....

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Superannuation

FSC considers legal action over FWC’s refusal to review the status of its expert panel and grant a MySuper extension....

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Superannuation

New survey data has backed the Government’s approach on all approved MySuper products being eligible as default funds....

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Superannuation

Industry Super Australia blames the ‘banks’ for the FSC’s moves to challenge the FWC on its default fund review process....

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Superannuation

Federal Treasurer Joe Hockey signals tighter pension rules but suggests people need the wealth to support their retirements....

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Financial planning

UniSuper cuts new ground as cornerstone investor in World Bank Green Bond issue....

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Financial planning

New Zealand’s Trustee Executors Limited selects Sonata....

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Financial planning

PM Capital’s Emerging Asia Fund gains inclusion on another platform....

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Financial planning

The FSC has challenged the validity of moves by the FWC president, Justice Ross, to continue the review of default funds....

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Financial planning

Govts of both persuasions told to stop legislating by press release in circumstances where considerable costs and inconvenience are being imposed on employers, advisers a...

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Superannuation

A new survey has revealed that over a third of super fund sector personnel have considered establishing an SMSF....

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Funds management

Treasury Group takes equity stake in former Macquarie Group private equity funds management business....

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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 2 days ago

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

4 weeks 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. ...

1 week 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. ...

3 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 7 hours ago