SPECIALIST

Financial planning

The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and...

Financial planning

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly com...

Funds management

Investors are accused of being ‘theme junkies’ as they chase the latest mega-trend but which theme has seen the strongest returns over the past year?...

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Funds management

There are almost a dozen funds that have Crown Resorts in their top holdings, where do they stand now the company has been declared unfit to hold a gambling licence in NS...

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Funds management

There were two sectors that saw over half of their funds report positive gains over the year to 30 April, 2020, according to data....

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Funds management

As the Australian Securities Exchange launches a new All-Tech index, which technology funds have performed the best over the past year?...

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Funds management

Taking a niche approach to fund selection rather than opting for the standard Australian equities funds has paid off in the past year with the specialist equity sector re...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 weeks 4 days ago

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

4 weeks 1 day ago

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

3 months ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

3 weeks ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

3 weeks 1 day ago