FUNDS MANAGEMENT

Superannuation

Industry super funds have the opportunity to move into the platform space, but administrative and cost discrepancies need to be ironed out first, stakeholders believe....

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Financial planning

Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...

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Financial planning

Take-over tussle for Trust continues as Perpetual ramps up offer....

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Financial planning

Bradley Thomas Sherwin, the bankrupt chairman of Wickham Securities, has been banned from the financial services industry for more than two and a half years....

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Funds management

Impact investing and board diversity strategies could create a boom in environmental, social and governance (ESG) over the next decade, AXA Investment Managers believes. ...

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Funds management

With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...

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Financial planning

Planners encouraged to assess research house compliance with new regulatory standard....

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People & Products

Following the recent appointment of Brad Cooper, Aberdeen Asset Management Australia managing director Brett Jollie has joined the Financial Services Council (FSC) board....

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Accounting

Accountants like platforms for ease of use but remain cautious based on their underlying cost....

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Editorial

Wilson HTM has posted a net profit loss of $1.6 million, with group revenue also taking a hit. ...

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Editorial

Planning acquisitions and platform restructure set scene for future performance....

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Funds management

Financial advice division the highlight of Australian Unity performance....

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Funds management

Domestic bond investors missing out on returns due to “benchmark-imposed limitations and risks”...

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Superannuation

Australia’s largest super fund, Australian Super, has picked up a slice of Henderson Group....

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Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

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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 3 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 1 day 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 1 day 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. ...

4 days 1 hour 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...

3 days 5 hours ago