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18 August, 2021 |
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Latest News |
Money Management Original | Regulatory investment a 'good faith' move | Having suitable breach reporting systems will go a long way to show licensees are pro-actively dealing with regulatory changes to the corporate regulator, even though it aims to take a ‘reasonable’ approach to the transition. |
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Sponsored Content | Making bonds work harder in 3Q21 | As inflation kicks in, all bonds crumble? Not so. Find out more about how income opportunities can still be found in different fixed income sectors. |
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Money Management Original | Evergreen launches ESG index | The Evergreen Responsible Investment Grading index grades funds across all seven different capabilities on the environmental, social and governance spectrum from screened funds to impact investing. |
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Industry News | Aussie wealth management amounts to $3.06t | The wealth management market has seen a growth of $266 billion during financial year 2020-21 despite the overall share in the financial services market declining by 0.9% points, according to Roy Morgan. |
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Industry News | ATO open for SMSF member increases | Trustees of self-managed superannuation funds will now be able to add a fifth and sixth member, after the Australian Taxation Office suffered administrative delays. |
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Industry News | Class sees NPAT fall, acquires Topdocs | Class’ net profit after tax fell 46% after the firm offloaded its investment in managed account service, Philo Capital, and has acquired legal documentation software provider Topdocs. |
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Features |
Money Management Original | When practice management gets tough | Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their desired service. |
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Money Management Original | Taking an alternative look at property | With the outlook still uncertain for retail and office sectors, Oksana Patron explores where fund managers are finding their alternative property exposure. |
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