CFM unveils long-term trend-following trust

26-Sep-2017

Capital Fund Management (CFM) has launched a diversified and long-term trend-following trust, the CFM IS Trends Trust, with the alternative investment strategies firm saying demand was soaring for that type of produc.. Read More

CommSec, CFS offer new platform

29-Aug-2017

CommSec Adviser Services and Colonial First State (CFS) have joined forces to develop a new platform for financial advisers to manage a range of client investments across listed securities and managed funds. Th.. Read More

AZ NGA acquires FHM

28-Aug-2017

AZ Next Generation Advisory (AZ NGA) has announced its 31st practice acquisition, purchasing Sydney financial planning firm Farrow Hughes Mulcahy (FHM) Financial Services. In a statement, the group said the deal.. Read More

ARFP and CCIV to boost local fund managers

28-Aug-2017

The Financial Services Council (FSC) has welcomed the government’s draft legislation about establishing a new Corporate Collective Investment Vehicle (CCIV) structure to facilitate further foreign investment in.. Read More

Mortgage Choice FP posts first profit

25-Aug-2017

The financial planning arm of mortgage broking group Mortgage Choice has posted its first full year profit, delivering gross revenue of more than $10 million for the 2017 financial year after the company announced it.. Read More

Opinion – Drown out the ‘noise’ with advice benefits

25-Aug-2017

We often hear, and quote ourselves, the statistic that only one in five Australians currently receive financial advice. It’s long been a statistic in the industry, and was more recently validated in Investment .. Read More

Diversification drives Perpetual profit jump

25-Aug-2017

Perpetual has delivered a 4 per cent increase in statutory net profit after tax (NPAT) for the year ended 30 June 2017, with revenue also up by 4 per cent. In its annual results announcement yesterday the group.. Read More

Advisers insourcing funds management

24-Aug-2017

Financial advisers were increasingly choosing to take client investment decisions into their own hands in order to justify increasing fees as a result of regulatory change and retain clients being lured by low-cost r.. Read More

Sonata sales underpin robust Bravura results

24-Aug-2017

Listed wealth software firm Bravura Solutions has posted strong financial results for the 2017 financial year, with group revenue rising to $191.9 million and wealth management revenue reaching $122.7 million in 201.. Read More

Disruption offers significant returns

23-Aug-2017

Investing in disruptive innovation, including blockchain technology, autonomous vehicles and artificial intelligence, could yield Australian investors returns that significantly outstripped traditional growth-focused.. Read More

EFP adds new practice

22-Aug-2017

Melbourne advice firm Prognosis Wealth Management has joined Elders Financial Planning (EFP), becoming the eighteenth practice to join the dealer group in the past year. In a statement, EFP said Prognosis, heade.. Read More

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