US capital investment firm, Kudu Investment Management, has sought a minority stake in Sydney-based Australian Financial Planning Group.
InvestmentMarkets’ CEO Darren Connolly said EOFY should not be treated as just a last-minute administrative tidy-up.
Life/Risk expert, Col Fullagar, questions why a claims assessor would refuse to share questions asked of a client’s treating doctor.
Fast-growing technology group Novigi is to establish in NZ as part of Apex Group to onboard Mercer NZ’s fund admin operations.
The chair of Magellan Financial Group has been appointed to the board of platform business, HUB24, effective from 1 July.
Industry superannuation fund BUSSQ has announced the appointment of Matthew Rowan to its Board of Trustees.
Bentham Asset Management’s Richard Quin said investors seeking high returns without fixed rate risk should consider syndicated loans.
As bank hybrids are being phased out, many investors are seeking new ways to generate reliable income. And subordinated debt is stepping in.
Trade finance has demonstrated resilience across global shocks, combining short‑duration, self‑liquidating structures with historically low volatility
With government debt at record highs, what other areas of the bond market could potentially enhance a portfolio’s defensive characteristics?
From an interview with MyRisk Adviser, this article explores how TPD Severity can support clearer advice and better client outcomes.
The recognised limitations of the superannuation performance test need to be fixed before the Govt extends it says the FAAA.
Treasury has been warned it would be acting prematurely in seeking to expand the super performance test to encompass retirement products.
Removal of AFCA’s ‘but for’ approach to CSLR compensation sits at the top of the list for the major accounting and advice groups.
The SMSF Association has expressed disappointment the Govt has traded away SMSF access to LRBAs on residential property.
Major superannuation funds organisation ASFA has warned Treasury about extending the super performance test to managed accounts.
Equity Trustees has made the key decision to exit its independent superannuation trustee business amid continuing issues with ASIC.
Australia’s regulators have their concerns about private markets but new research suggests it is going increasingly retail.
HSBC’s Paul Bloxham said there is also uncertainty around just how data centres will support growth going forward.
MUFG Retirement Solutions and Victoria University have signed a three-year Memorandum of Understanding (MOU).
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