In what represents a step into new territory, FinCap has linked with BCA Research to deliver a new MA platform with a private markets focus.
More changes have been announced at HESTA with Telstra Super’s acting CIO, Kate Misic joining as Head of Portfolio Design.
AI investment has entered a new phase where whole-of-theme gains have moved aside for a “selective”, individual company-based approach.
The major superannuation fund lobby groups have presented a united front in pushing for explicit super switching insurance warnings.
The SMSF Association has defended SMSF structures warning the sector should not be scapegoated amid the fall-out from Shield, First Guardian.
The results of the March Financial Adviser Exam are proving to be the main factor keeping numbers positive on the Financial Adviser Register.
Queensland building industry fund, BUSSQ has moved to offer its members access to a ‘core satellite’ investment approach.
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ASIC’s has added yet another to its string of former MWL Financial Services adviser bannings, this time with Sydney-based John Morgan.
Financial advisers have begun receiving the CSLR levy invoices with many overwhelmed by the scale of the increase over three years.
Advice platform InvestSmart has raised the issue of life insurance commissions claiming they remain problematic for clients post-LIF.
KeyInvest’s Craig Brooke says Division 296 tax ends super’s role as default destination for long-term capital.
Superannuation fund returns may yet end the financial year in solidly positive territory despite the war-generated roller coaster ride.
Industry funds focused SMC says the adviser education reforms are only part of the answer, with DBFO and super advice being a priority.
Gender equity groups have penned a joint letter to the Government urging for reform to the CGT discount ahead of the Federal Budget.
Volatile market conditions have afforded active small caps players an attractive opportunity for investors looking beyond indices.
ClearBridge Investments’ Shane Hurst says a key theme underpinning infrastructure’s appeal lies on its ability to hedge against inflation.
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