PLATFORMS

Superannuation

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Financial planning

In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...

Financial planning

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Funds management

Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....

Financial planning

Global investment company T. Rowe Price will boost its presence within the Australian market, focusing on providing global equity investments to retail platforms, indepen...

Financial planning

AMP Capital Investors has launched a new fund to give retail investors direct access to its sustainable investments approach....

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Life/Risk

St George-owned financial planning dealer group Securitor plans to add a new insurance asset class to its AdviserNetgain practice management tool in an attempt to bridge ...

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Financial planning

Former head of IOOF retail funds management Jarrod Brown has landed a new post with research house Standard & Poor’s as its executive investment services....

Financial planning

Recent share market volatility has illustrated the value of including non-market correlated assets in an investment portfolio, according to an industry fund manager....

Funds management

Pengana Capital has launched a European property trust through a joint venture with UK-based financial services firm Credo Group....

Financial planning

The purpose of the Money Management/IMCA Fund Manager of the Year Awards is to recognise excellence in funds management by the investment consulting community....

Financial planning

Australian Wealth Management (AWM) has completed the purchase of corporate superannuation businesses i.super and Finium....

Financial planning

Alternative investment group Select Asset Management has launched a registered managed futures fund through its relationship with Aspect Capital....

Funds management

Principal Global Investors has officially launched a new fund that will give investors access to property securities in three of the world’s main geographical regions....

Financial planning

Praemium is rolling out its separately managed account platform in the UK market, with its subsidiary partnering with Capita to make the platform available to advisers, w...

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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