FUNDS MANAGEMENT

Financial planning

YBR-linked Smarter Money fund added to BT Wrap....

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Financial planning

BetaShares launches new product using Fundamental Index methodology....

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Financial planning

Perpetual Global Share Fund gets “recommended” rating from Zenith....

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Financial planning

New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....

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Life/Risk

Cromwell Property Group has entered a conditional deal to purchase European property funds manager, Valad Europe, for $208 million....

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Superannuation

New research has revealed that price is no longer regarded as the most important factor in insurance selection with benefit design and claims handling the trump cards....

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Superannuation

AIST urges Government not to adopt Board of Taxation’s recommendations lifting the super payment threshold for low income workers to $1350 a quarter....

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Funds management

Perpetual has announced net inflows of $500 million for the December quarter largely driven by inflows into Perpetual Equity Investment Company Limited, the group’s firs...

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Financial planning

JP Morgan Global Strategic Bond Fund added to BT, Asgard and IOOF platforms....

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Superannuation

Retail superannuation funds have continued to close the returns gap with industry funds....

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Funds management

Newly appointed Federal Assistant Treasurer, Josh Frydenberg, has backed governance improvements for superannuation funds, including more independent directors....

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Financial planning

Standard Life opens new offices amid continued global growth....

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Financial planning

WAM Capital offers existing investors a share purchase opportunity....

Superannuation

New survey reveals strong support for at least one-third independent directors on superannuation fund boards....

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Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

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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 1 day ago

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

3 weeks 6 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. ...

6 days 17 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. ...

2 days 8 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...

1 day 12 hours ago