Senior investment research, licensee, asset consulting and managed accounts executives have developed the key elements of the ...

A standardised reporting framework for separately managed accounts is both necessary and inevitable, and the lack of a ...

A balanced portfolio currently has 5 per cent sitting in cash which the client wants deployed to either equities or credit.

The Financial Advice Association Australia says it is concerned the government’s decision to broaden the funding of the CSLR ...

Bitcoin and the technologies that underpin it could disrupt the entire finance industry, and it’s “beholden upon everyone” to ...

The government intends to introduce a cooling-off period for consumers switching super funds, limit “inappropriate” financial advice fee charging and make changes to anti-hawking laws to mitigate the ...

Financial advisers and APRA-regulated super funds will be part of a larger cohort to be billed to fund a shortfall in the FY26 Compensation Scheme of Last Resort levy. The CSLR has perviously ...

Produced in partnership with Betashares. As recent as 10-15 years ago, the majority of financial advisers exclusively used active, unlisted managed funds to construct client portfolios. Today, they ...

Since the launch of ChatGPT in November 2022, the Magnificent 7 companies have accounted for more than half the S&P 500 Index ...

ASIC will allege in court that Diversa Trustees failed to enforce a 50 per cent holding limit that was meant to be imposed on First Guardian Master Fund. The regulator has commenced civil penalty ...