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FUNDS MANAGEMENT
Funds management
The majority of the investment management industry globally feels ill-equipped to deal with data aggregation requirements....
Financial planning
It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...
Funds management
Platform provider OneVue has made key appointments across its institutional, self-managed superannuation fund (SMSF) and marketing divisions in the lead-up to bringing ne...
Financial planning
The move by governments and corporates to exit the pension business, combined with the first waves of baby boomers reaching retirement, has shifted a higher level of risk...
Funds management
The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....
Funds management
Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...
Superannuation
Following SuperRatings criticism of the FSC/ASFA standard risk measure yesterday, ASFA has said it will incorporate the points made in a review of the SRM later this year...
Policy & Regulation
In the lead-up to tax time, the Australian Taxation Office (ATO) is warning taxpayers about new and complex tax avoidance schemes offering people financial security....
Funds management
New FSC analysis confirms weakening sentiment around Australian equities in fully priced market....
Funds management
Australian Super reveals it will be paying $500 million in fees to external managers around the time it reaches $100 billion in AUM....
Financial planning
AIOFP has partnered with Instreet to roll out a structured product for its members, as optimism comes back to the market....
Funds management
China’s GDP (gross domestic product) growth is set to downshift over the next five years, with the slow-down in policy stimulus to hit the Australian economy hard....
People & Products
Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Financial planning
ASIC launches Federal Court action over moves around sale of the Premium Income Fund....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...