WHOLESALE FUNDS

People & Products

Prodigy Investment Partners’ has offered advisers and their clients access to the Flinders Emerging Companies Fund at institutional prices through leading platform, HUB24...

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People & Products

Equity Trustees has become the responsible entity for Pentalpha’s Income for Life product, whose key objectives include capital preservation and capital growth....

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Financial planning

ASIC has cancelled PMIIG’s AFSL after it was found incompetent in providing financial services covered by its licence. ...

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Tools & guides

SMSF trustees with large balances can think about wholesale investment opportunities but advisers must warn them that protections and tests differ for wholesale compared ...

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Funds management

Wholesale funds growth rate is still strong at 13 per cent despite a -2.1 per cent drop for the June quarter, according to Plan For Life....

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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...

1 month 3 weeks ago

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

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago