FUNDS MANAGEMENT

Funds management

Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...

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Funds management

Institutional investors are likely to increase allocations to real assets in 2013, according to AMP Capital’s latest Institutional Investor Report; however, results are s...

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Superannuation

An ASFA submission has confirmed the degree to which super funds are evolving to meet the retail market....

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Financial planning

The Trust Company (Trust) has been named as a defendant in a case brought in the Federal Court of Australia by a debenture holder of Australian Capital Reserve (ACR)...

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Funds management

With equity markets starting look more favourable, a multi-asset portfolio approach may help to mitigate the effects of short-term risks in a low-return, high-volatility ...

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Superannuation

APRA defers key element of SuperStream data collection to second half of next year....

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Funds management

Clients’ objectives being lost amid pandemic of short-termism, according to Money Management roundtable participants....

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People & Products

Perpetual has bolstered its distribution strategy with the appointment of Dean Winterton as general manager distribution....

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Superannuation

Consumer engagement will benefit industry funds as managers need to be given time to perform...

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Superannuation

APRA’s latest superannuation data is out – super assets have increased by approximately 13.5 per cent over the year to March....

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Superannuation

Survey reveals how super funds are failing to communicate the impact of policy changes to employers....

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Financial planning

Praemium has announced that its separately managed account (SMA) platform has been signed up to the Government’s Significant Investor Visa (SIV) scheme....

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Funds management

Investors should look beyond volatility as a key measure of risk and consider a potentially more destructive threat, according to asset manager Alliance Bernstein....

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Funds management

Manager skill set and greater attention point to better end result...

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Superannuation

Just 20 funds account for nearly 60 per cent of assets in the APRA-regulated sector, with further consolidation predicted to occur....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

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

1 week 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....

1 week 6 days ago

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

2 weeks 4 days ago