Major platform HUB24 has forewarned financial advisers of disruptions over two days later this months related to an upgrade by Clearstream.
Daintree Capital’s Justin Tyler says advisers’ local cash rate obsession risks missing the bigger shift underway in credit markets.
The Australian Financial Complaints Authority has appointed Deborah Jenkins, Stevie-Ann Dovico and Brigid Parsonson in several executive roles.
The Super Members Council is urging ASIC to mirror its treatment of derivatives for private debt by removing the names of counterparties.
ASIC should be made to tap into funds from the ASIC levy to fund independent assessments of MIS Product Disclosure Statements says AIOFP.
The FAAA has sought clarity in circumstances where AUSTRAC’s latest changes have not only confused advisers but their lawyers as well.
Research and ratings house, Morningstar says sale of the Wealth Management business is key to Perpetual Limited meaningfully lowering debt.
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Mirova’s Jens Peers explores the generational trends shaping investment opportunities within the demographic transition.
Sequoia-owned InterPrac continues to lose advisers with WealthData analysis showing that the business has lost 65 advisers in six months.
Perpetual has clearly signalled that even if the Bain Capital bid for Perpetual Wealth Management stalls, the business remains on the block.
ASIC chairman Joe Longo has credited his leadership with having transformed the regulator into an active law enforcement agency.
Despite the Government’s continuing policy push around the Retirement Income Covenant, lump sum super draw-down remain a popular choice.
Industry super funds have complained to ASIC they are being inappropriately penalised because stamp duty is being counted as fee, not a tax.
Retirees can feel a lot more confident in their income options with the support of digital retirement planning tools, Aware Super has found.
The APS has warned the Government’s decision to increase minimum distribution rates risks eroding ancillary funds’ capital bases.
Fidelity International has appointed Sam Heithersay as Co‑Portfolio Manager for its Australian Equities Fund and associated mandates.
Capital Group has announced the appointment of Jim Goldie as Head of ETF Capital Markets for Europe and Asia-Pacific.
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