FUNDS

Financial planning

The SMSF Association has claimed the licensing of accountants and the designation of SMSFs as financial products has added $2,000 in fees to the running of a fund....

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Financial planning

Spring Financial Group has shifted strategy on its acquisition of Financial Choice but moved to provide dealer group services....

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Financial planning

Perpetual Limited has posted a solid full-year result with plenty of help from Perpetual Private....

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Financial planning

Data from finder.com.au showed close to half of the population use just one bank for all financial needs....

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Financial planning

IRESS has reported a 10 per cent increase in its net profit for the first half of the year thanks to its acquisition of Financial Synergy....

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Funds management

MFS Investment Management is offering a blended research strategy trust for the first time to the retail market. ...

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Financial planning

The AFA has seriously questioned the value of ASIC’s oversight of codes of conduct, noting that the FOFA ‘opt-in’ code took years and is the only one in existence....

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Funds management

There are significant active management investment opportunities thanks to the increasing flow of passive index funds and ETFs, Greencape Capital believes....

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Funds management

Magellan Global Equity Fund has experienced the sector’s lowest drawdowns over multiple periods thanks to its 0.8 volatility risk cap....

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Superannuation

A National Australia Bank survey showed super funds have changed their approach to currency risk management to adapt to the growing market....

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Features

Smart beta came into play around 50 years ago when advisers looked for an alternative to the market cap-based indices approach. Since then, technology and industry compet...

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Features

Despite the fact that smart and alternative beta strategies have been around for 50 years, experts have said advisers and fund managers were still unclear on the differen...

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Financial planning

The majority of Australians have not seen a financial adviser despite mounting concerns about their retirement as they feel it is only for the wealthy....

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Funds management

Over the past seven years, the average AMI Mixed Asset Aggressive fund has delivered a higher return than the S&P ASX 300 without giving investors a bumpier ride than the...

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Funds management

AIA Group has reported strong results in the first half of 2017, including the company’s continued positive performance in Australia and New Zealand....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 2 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 2 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

3 days 7 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 6 days ago