AustralianSuper and Australian Retirement Trust (ART) have shared their FY25-26 performance and what led to the investment returns. The two super funds are Australia’s largest superannuation funds ...
In the June exam cycle, there were 209 candidates sitting the exam which included 137 who were sitting for the first time. Out of these, 150 people passed which represents a pass mark of 71.7 per cent ...
Last month, the licensing group announced it had acquired the client books and servicing advisers from Cairns Wealth and Pinnacle Wealth, both of which operate within the Astute Financial Management ...
The private wealth business of Perth-based Euroz Hartleys is to enter a strategic alliance with Canadian bank BMO Financial Group. BMO – which has US$1.5 trillion ($2.3 trillion) in assets under ...
A trust report into fund providers has found ETF managers are among the highest-trusted providers. The report by CoreData said trust has become a measurable viable for advisers alongside performance, ...
Australian active fund managers are likely to remain under pressure from market share losses, fee compression and heightened competition, according to Morningstar, which said structural challenges ...
Increased adviser scrutiny has magnified the importance for trust between the profession and fund managers, according to CoreData, with the cost of a misstep now much higher for both parties. The ...
Drummond Capital Partners has received a minority strategic investment from a US-based investment service to further its growth and fund day-to-day operations. The investment from New ...
Challenger has entered into a binding agreement to merge its multi-affiliate fund management business Fidante with Channel Capital. Under the agreement, active multi-affiliate manager Fidante will ...
According to the firm, the fund aims to track the Bloomberg AusBond Composite 0+ Index, providing exposure to a diversified portfolio of domestic bonds, including Treasury, state government, ...
Four in 10 advice firms are relying on a single adviser, according to Business Health, creating potential problems around succession planning. The firm’s What If report, issued in June, said 41 per ...
Advisers should be reconsidering what they charge clients as talent shortages and growing demand continue to strengthen pricing power across the profession, according to CoreData founder Andrew Inwood ...
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