livee24news.com Open in urlscan Pro
2606:4700:3033::6815:4bf4  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to main content
POWERED BY MOMENTUM MEDIA
Subscribe to our newsletter
 * 
 * 
 * 
 * 


USER MENU

Login / Sign up
 * Login
 * Sign up

Explore
SECTIONS


MAIN MENU

 * News
   * Funds management
   * Policy & Regulation
   * Financial planning
   * Accounting
   * Life/Risk
   * Superannuation
   * People & Products
 * Features
   * Data
     * TOP Planning Groups 2021
     * TOP Planning Groups 2020
   * Editorial
   * Investment Insights
     * Australian Equities
     * Global Equities
     * Fixed Income
     * Managed Accounts
   * Expert Analysis
   * Rate the raters
   * Awards
   * Top Dealer Groups
   * Guides
   * Outsider
   * E-magazine
   * White papers
   * Webcast
 * Podcast
 * ETFs
 * Investment Centre
   * Core Strategies
   * Managed Investments
   * Superannuation
   * Retirement Income
   * Investment Bonds
   * Australian SMAs
 * Education
   * Earn CPD points
 * Super Review
 * Events
 * Premium Content
 * Profiles

 * MORE
   * About us
   * Advertise
   * Contact
   * Sitemap
   * Subscribe

MORE
 * About us
 * Advertise
 * Contact
 * Sitemap
 * Subscribe




TOP MENU

 * News
 * Features
 * Podcast
 * ETFs
 * Investment Centre
 * Expert Analysis
 * Events
 * Premium Content
 * 

 * MORE
   * About us
   * Advertise
   * Contact
   * Sitemap
   * Subscribe


USER MENU

Login / Sign up
 * Login
 * Sign up

Menu
SEARCH
Sections


MAIN MENU

 * News
   * Funds management
   * Policy & Regulation
   * Financial planning
   * Accounting
   * Life/Risk
   * Superannuation
   * People & Products
 * Features
   * Data
     * TOP Planning Groups 2021
     * TOP Planning Groups 2020
   * Editorial
   * Investment Insights
     * Australian Equities
     * Global Equities
     * Fixed Income
     * Managed Accounts
   * Expert Analysis
   * Rate the raters
   * Awards
   * Top Dealer Groups
   * Guides
   * Outsider
   * E-magazine
   * White papers
   * Webcast
 * Podcast
 * ETFs
 * Investment Centre
   * Core Strategies
   * Managed Investments
   * Superannuation
   * Retirement Income
   * Investment Bonds
   * Australian SMAs
 * Education
   * Earn CPD points
 * Super Review
 * Events
 * Premium Content
 * Profiles

 * MORE
   * About us
   * Advertise
   * Contact
   * Sitemap
   * Subscribe

 * 
 * 
 * 
 * 

POWERED BY MOMENTUM MEDIA



NEWS AND RESEARCH

FINANCIAL PLANNING


ADVISER SEES REGISTRATION SUSPENDED OVER ROA USAGE

22 November 2024 Comments
The FSCP has announced its latest verdict, suspending an adviser’s registration
for failing to comply with his obligations when providing advice to…
Read more

FUNDS MANAGEMENT


CLIME ENACTS URGENT CORRECTIVE ACTIONS AFTER SHAREHOLDER BACKLASH

Clime Investment Management has faced shareholder backlash around
“unsatisfactory” financial results and is enacting cost reductions to return
the…
FINANCIAL PLANNING


CLIME SETS UP NEW ADVICE LICENSEE POST-MADISON DIVESTMENT

Having sold Madison to Infocus earlier this year, Clime has now set up a new
financial advice licensee with eight advisers.
FINANCIAL PLANNING


LICENSEES URGED TO ENACT AI POLICIES FOR PRACTICES

With licensees such as Insignia looking to AI for advice efficiencies, they are
being urged to write clear AI policies as soon as possible to prevent…
FINANCIAL PLANNING


HOW MANY CLIENTS DO TOP-PERFORMING ADVICE PRACTICES SEE?

Iress has revealed the number of clients per adviser that top advice firms
serve, as well as how many client meetings they conduct each week.
FUNDS MANAGEMENT


‘SPIRITUALLY DIFFERENT’: HOW TO SELECT A PRIVATE MARKETS MANAGER

Amid a growing appetite for alternatives, investment executives have shared
questions advisers should consider when selecting a private markets…

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI Second Close
61.07 3 y p.a(%)
2
Spire Oaktree Opportunities XI First Close USD
59.21 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.56 3 y p.a(%)
4
Fidante Credit Suisse Global Private Equity
31.06 3 y p.a(%)
5
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
26.81 3 y p.a(%)
VIEW ALL
 
View all

INVESTMENT INSIGHTS

 * EQUITIES
 * FIXED INCOME
 * MANAGED ACCOUNTS

EQUITIES
Funds management
6 November, 2024
Magellan FUM flat as firm launches 2 funds

Funds under management at Magellan Financial Group were unchanged in October as
the firm launched its first two funds with Vinva Investment Management....

Read more

Funds management
3 October, 2024
Magellan adds to Airlie portfolio management team

Magellan has appointed a deputy portfolio manager to work on its $705 million
Airlie Australian Share Fund. ...

Read more

Funds management
21 August, 2024
Equity funds suffer $2.2bn outflows in 1H 2024

Equity funds saw $2.2 billion in outflows during the first half of 2024,
according to Calastone, despite reporting modest gains in the second quarter.
...

Read more

Funds management
21 August, 2024
Perpetual appoints new CEO

Perpetual has appointed a new chief executive to replace Rob Adams, with the new
appointment holding a background in leading change programs as the firm moves to
complete...

Read more

Funds management
6 August, 2024
‘Alert not alarm’: Lonsec warns on timing the market

Lonsec chief investment officer, Nathan Lim, has reminded advisers and clients
that attempting to time the market to combat volatility this week could be
costly to portfo...

Read more

FIXED INCOME
Funds management
20 November, 2024
Bennelong seeks 2 boutiques to diversify product range

Bennelong Funds Management chief executive John Burke has told Money Management
that the firm is seeking to invest in boutiques in two specific asset classes as
it identi...

Read more

Funds management
20 November, 2024
Fixed income funds bucking managed fund fee trends

Research by Morningstar has found fixed income funds are bucking a general trend
around managed fund fee dispersion with a smaller fee dispersion compared to
equity ones....

Read more

Funds management
20 November, 2024
RIAA observes assets flowing into green bonds

As investors seek to diversify their portfolios, the naming of bond labels has
broadened out to include green, social, and impact bonds, according to the
annual RIAA repo...

Read more

Funds management
13 November, 2024
Fixed income ETFs capture over $900m in October flows

Fixed income ETFs have staged a comeback after seeing a dip in September,
according to Betashares’ latest monthly report, with three funds being among the
top 10 largest ...

Read more

Funds management
7 November, 2024
Betashares unveils ethical Aussie fixed income ETF

Betashares’ latest fund will seek to invest fully in an ethically screened
portfolio of Australian corporate and government bonds....

Read more

MANAGED ACCOUNTS
Funds management
21 November, 2024
‘Spiritually different’: How to select a private markets manager

Amid a growing appetite for alternatives, investment executives have shared
questions advisers should consider when selecting a private markets product
compared to their ...

Read more

Financial planning
13 November, 2024
CFS Edge expands menu with new international managed accounts

Advisers will now be able to tap into global markets on the platform through
international signature managed accounts from global managers like T. Rowe Price
and Lazard. ...

Read more

Financial planning
5 November, 2024
Are advisers missing out on managed accounts’ full potential?

Almost half of financial advice firms are still holding back from using managed
accounts in their practice, Netwealth uncovers, despite the efficiency benefits
they can o...

Read more

Funds management
1 November, 2024
Lonsec positions managed accounts for political storm

Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm
is harnessing to mitigate the impact of geopolitical risks in its managed
account offering...

Read more

Financial planning
16 October, 2024
Insignia managed account FUM hits $10bn

Managed account solutions at Insignia Financial have hit $10 billion in funds
under management as it adds 11 model portfolios to Expand....

Read more



FINANCIAL PLANNING

FINANCIAL PLANNING

22 November 2024
1 Comments

ADVISER SEES REGISTRATION SUSPENDED OVER ROA USAGE

The FSCP has announced its latest verdict, suspending an adviser’s registration
for failing to comply with his obligations when providing advice to three
clients....

Read more
FINANCIAL PLANNING

CLIME SETS UP NEW ADVICE LICENSEE POST-MADISON DIVESTMENT

21 November 2024


Having sold Madison to Infocus earlier this year, Clime has now set up a new
financial advice licensee with eight advisers....

FINANCIAL PLANNING

LICENSEES URGED TO ENACT AI POLICIES FOR PRACTICES

21 November 2024


With licensees such as Insignia looking to AI for advice efficiencies, they are
being urged to write clear AI policies as soon as possible to prevent a “Wild
West” of pro...

FINANCIAL PLANNING

HOW MANY CLIENTS DO TOP-PERFORMING ADVICE PRACTICES SEE?

21 November 2024


Iress has revealed the number of clients per adviser that top advice firms
serve, as well as how many client meetings they conduct each week....

FINANCIAL PLANNING

MORNINGSTAR EXPANDS ADVISERLOGIC TEAM

21 November 2024


Morningstar has made two business development appointments to drive the growth
strategy of its financial advice software, AdviserLogic. ...

PEOPLE & PRODUCTS

PEOPLE & PRODUCTS

15 November 2024

Schroders establishes new group executive committee

The UK-based global asset manager has formed a new group executive committee to
accelerate its growth strategy following the commencement of its new CEO this
month....

Read More

PEOPLE & PRODUCTS

5 November 2024

Winners unveiled for Australian AI Awards 2024

Momentum Media has announced 26 winners across 10 individual and 15 group
categories for its brand-new Australian AI Awards....

Read More

PEOPLE & PRODUCTS

4 November 2024

Financial services market facing oversupply of highly skilled execs

The financial services industry is currently “overwhelmed with quality and
quantity of candidates”, Kaizen Recruitment explains, leading executives to face
12-month long ...

Read More

PEOPLE & PRODUCTS

15 October 2024

Zenith appoints group head of research

Zenith Investment Partners has appointed an experienced research executive as
its new group head of research following the departure of Bronwen Moncrieff....

Read More

PEOPLE & PRODUCTS

4 October 2024

Iress commences board renewal with new hires

The financial services technology company has appointed two non-executive
directors following its AGM earlier this year, where it flagged it would embark
on a board renew...

Read More


FUNDS MANAGEMENT

FUNDS MANAGEMENT

22 November 2024


CLIME ENACTS URGENT CORRECTIVE ACTIONS AFTER SHAREHOLDER BACKLASH

Clime Investment Management has faced shareholder backlash around
“unsatisfactory” financial results and is enacting cost reductions to return the
business to profitabili...

Read more
FUNDS MANAGEMENT

‘SPIRITUALLY DIFFERENT’: HOW TO SELECT A PRIVATE MARKETS MANAGER

21 November 2024


Amid a growing appetite for alternatives, investment executives have shared
questions advisers should consider when selecting a private markets product
compared to their ...

FUNDS MANAGEMENT

JBWERE CHIEF DEPARTS AMID NAB RESTRUCTURE

21 November 2024


Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is
“evolving” its operations for high-net-worth clients....

FUNDS MANAGEMENT

BENNELONG SEEKS 2 BOUTIQUES TO DIVERSIFY PRODUCT RANGE

20 November 2024


Bennelong Funds Management chief executive John Burke has told Money Management
that the firm is seeking to invest in boutiques in two specific asset classes as
it identi...

FUNDS MANAGEMENT

RESPONSIBLE INVESTMENT MARKET UNDETERRED BY GREENWASHING FEARS

20 November 2024


Responsible investment performance concerns have lessened as the market hits
$1.6 trillion in AUM, according to RIAA’s annual report, but greenwashing fears
among asset m...

SUPERANNUATION

SUPERANNUATION

29 August 2024

APRA’s latest test reveals positive trends in super

While all MySuper products successfully passed the latest performance test,
trustee-directed products encountered difficulties....

Read More

SUPERANNUATION

25 July 2024

Insignia appoints super CEO from ART

As part of its executive leadership refresh, Insignia has appointed Dave Woodall
as its chief executive for superannuation....

Read More

SUPERANNUATION

18 July 2024
4 Comments
Are you with Australia’s best growth superannuation fund of FY24?

Analysis by Chant West of the annual performance of growth superannuation funds
has uncovered which ones see the best performance....

Read More

SUPERANNUATION

9 July 2024

Submissions open for Super Fund of the Year Awards 2024

Nominations and submissions have opened for this year’s Super Fund of the Year
Awards for two individual categories....

Read More

SUPERANNUATION

3 July 2024
2 Comments
How much did Australia's largest super fund return in FY23–24?

Australian Super, which has $315 billion in member assets and 3.3 million
members, has shared its annual returns for the FY23-24....

Read More


LIFE/RISK

LIFE/RISK

15 November 2023


CALI DIRECTOR MARSHAN EXITS AFTER LESS THAN A YEAR

Policy and advocacy specialist Benjamin Marshan has left the Council of
Australian Life Insurers after less than a year, having joined in March from the
Financial Plannin...

Read more
LIFE/RISK

INSURANCE LAPSES ON THE RISE AS RISK ADVISERS DECLINE

18 October 2023
1 Comments

The declining volume of risk advisers meant KPMG has found a rising lapse rate
for insurance policies arranged by independent financial advisers, particularly
in the TPD ...

LIFE/RISK

LIFE CODE TRANSITIONS FROM FSC TO CALI

28 September 2023


The Life Insurance Code of Practice has transferred from the Financial Services
Council to the Council of Australian Life Insurers....

LIFE/RISK

INTEGRITY LIFE SCRAPS NEW LIFE INSURANCE IN RETAIL ADVISED CHANNEL

5 September 2023


The firm has announced it will no longer be writing new life insurance policies
in the retail advised and corporate group insurance channels, citing a declining
market an...

LIFE/RISK

ASIC ISSUES FIRST STOP ORDER FOR LIFE INSURANCE PRODUCTS

18 July 2023
2 Comments

ASIC has issued its first interim stop order on two life insurance products from
ClearView Life for DDO failures....

ACCOUNTING

ACCOUNTING

28 August 2022

Rising costs drag down profits at Australian Ethical

Australian Ethical has reported its net profit after tax (NPAT) fell 15% to $9.6
million for the year ended 30 June, while its underlying profit after tax (UPAT)
declined...

Read More

ACCOUNTING

25 August 2022

Insignia announces 59% increase in profits

Insignia Financial has announced a 59% increase in its underlying net profit
after tax (UNPAT) to $234.5 million in FY22....

Read More

ACCOUNTING

3 February 2022

Supply demand imbalance presents ‘greatest opportunity’ for advisers

Having completed their educational qualifications, those advisers who remain in
the industry are reporting being “run off their feet” with new clients....

Read More

ACCOUNTING

29 September 2019

Accountants best to help other accountant’s mental health

With October being Mental Health Month, it’s a good opportunity for people in
the profession to look out for each other’s mental health....

Read More

ACCOUNTING

28 May 2019

AAT rejects application by former tax agent

The Administrative Appeals Tribunal has rejected an application by a former tax
agent to stay a Tax Practitioners Board decision to terminate his registration
with the ma...

Read More


POLICY & REGULATION

POLICY & REGULATION

6 August 2024
1 Comments

‘DO OR DIE’ FOR ASIC SAYS GOVERNANCE INSTITUTE

The Governance Institute has said ASIC’s governance arrangements are no longer
“fit for purpose” in a time when financial markets are quickly innovating and
cyber crime b...

Read more
POLICY & REGULATION

‘NO TIME TO BREATHE’: COMPLIANCE PROFESSIONALS FACING BURNOUT

26 June 2024


Compliance professionals working in financial services are facing burnout risk
as higher workloads, coupled with the ever-changing regulation, place notable
strain on sta...

POLICY & REGULATION

CHALMERS HANDS DOWN 2024–25 BUDGET

14 May 2024


Treasurer Jim Chalmers has handed down his third budget, outlining the
government’s macroeconomic forecasts and changes to superannuation....

POLICY & REGULATION

RBA REVEALS MAY CASH RATE DECISION

7 May 2024


The central bank has announced its latest rate decision amid stubborn inflation
and increasing geopolitical tension....

POLICY & REGULATION

FIRST QAR LEGISLATION INTRODUCED TO PARLIAMENT

26 March 2024
2 Comments

Government has introduced a bill to Parliament to legislate the first stream of
the QAR reforms....






NEVER MISS THE LATEST NEWS AND DEVELOPMENTS IN WEALTH MANAGEMENT INDUSTRY

SUBSCRIBE TO OUR NEWSLETTER


MARKET INSIGHTS

More Market Insights content

PODCAST

Relative Return Unplugged: Understanding global trends and local impacts
Listen now
Relative Return Unplugged: The global impacts of a week of Trump
Listen now
More podcasts
 * Latest Comments
 * Most Read

This verdict highlights something deeply wrong and rotten at the heart of the
FSCP. We are witnessing a heavy-handed, op...

Adviser sees registration suspended over ROA usage
1 day 19 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

AZ NGA makes first acquisition post-Oaktree deal
6 days 1 hour ago

It’s astonishing to see the FAAA now pushing for more advisers by courting
"career changers" and international recruits,...

FAAA ramps up focus on career changers
3 weeks 4 days ago
Insignia announces new team to drive MLC brand

Insignia Financial has made four appointments, including three who have joined
from TAL, to lead strategy and innovation in its retirement solutions for the
MLC brand....

2 weeks 6 days ago
Former Brisbane adviser charged over dishonest conduct

A former Brisbane financial adviser has been charged with 26 counts of dishonest
conduct regarding a failure to disclose he would receive substantial commission
payments ...

4 days 23 hours ago
Pinnacle takes $142m stake in UK and US fund managers

Pinnacle Investment Management has announced it will acquire strategic interests
in two international fund managers for $142 million....

4 days 2 hours ago


MAIN MENU

 * News
   * Funds management
   * Policy & Regulation
   * Financial planning
   * Accounting
   * Life/Risk
   * Superannuation
   * People & Products
 * Features
   * Data
     * TOP Planning Groups 2021
     * TOP Planning Groups 2020
   * Editorial
   * Investment Insights
     * Australian Equities
     * Global Equities
     * Fixed Income
     * Managed Accounts
   * Expert Analysis
   * Rate the raters
   * Awards
   * Top Dealer Groups
   * Guides
   * Outsider
   * E-magazine
   * White papers
   * Webcast
 * Podcast
 * ETFs
 * Investment Centre
   * Core Strategies
   * Managed Investments
   * Superannuation
   * Retirement Income
   * Investment Bonds
   * Australian SMAs
 * Education
   * Earn CPD points
 * Super Review
 * Events
 * Premium Content
 * Profiles

 * MORE
   * About us
   * Advertise
   * Contact
   * Sitemap
   * Subscribe




OUR PLATFORMS AND BRANDS

 * Accountants Daily
 * Accounting Times
 * Adviser Innovation
 * Australian Aviation
 * Broker Daily
 * Cyber Daily
 * Defence Connect
 * Fintech Business
 * HR Leader
 * Independent Financial Adviser
 * Investment Centre
 * Investor Daily
 * Lawyers Weekly
 * Money Management
 * Nestegg
 * Property Buzz
 * Real Estate Business
 * Smart Property Investment
 * SMSF Adviser
 * Space Connect
 * Super Review
 * The Adviser
 * Wellness Daily
 * World of Aviation


EVENTS AND SUMMITS

 * Accountants Daily 30 Under 30 Awards
 * Adviser Innovation Summit
 * Australian Accounting Awards
 * Australian Aviation Awards
 * Australian Broking Awards
 * Australian Defence Industry Awards
 * Australian Law Awards
 * Australian Space Awards
 * Australian Space Summit
 * Better Business Summit & Awards
 * Broker Daily Business Awards
 * Corporate Counsel Summit & Awards
 * Cyber Security Summit & Awards
 * Defence Connect Budget Lunch
 * Defence Connect DSR Summit
 * Fund Manager of the Year Awards
 * ifa Excellence Awards
 * ifa Future Forum
 * Investor Daily ESG Summit
 * Lawyers Weekly 30 Under 30 Awards
 * Lawyers Weekly Women in Law Forum
 * New Broker Academy
 * Partner of the Year Awards
 * REB Awards

 * Reinnovate
 * SME Broker Bootcamp
 * SMSF Adviser Technical Day
 * Super Fund of the Year Awards
 * Women in Finance Awards
 * Women in Law Awards


   PODCASTS

 * Accountants Daily Podcast Network
 * Australian Aviation Podcast Network
 * Broker Daily Podcast Network
 * Defence Connect Podcast Network
 * HR Leader Podcast Network
 * REB Podcast Network
 * Relative Return
 * Space Connect Podcast
 * The Adviser Podcast Network
 * The ifa Show
 * The Lawyers Weekly Show
 * The Smart Property Investment Show


LEARNING AND EDUCATION

 * Momentum Professional


MOMENTUM MARKETS NETWORK

 * Momentum Markets
 * Momentum Media
 * Captivate Events & Communications
 * Agile Market Intelligence


STAY CONNECTED

SUBSCRIBE to Newsletter
 * 
 * 
 * 
 * 


   USEFUL LINKS

 * About Us
 * Advertise
 * Contact
 * Sitemap
 * Events
 * Subscribe

Copyright © 2007-2024 MOMENTUMMEDIA
Copyright & Disclaimers ● Privacy Policy ● Terms & Conditions


OUR PLATFORMS AND BRANDS

 * Accountants Daily
 * Accounting Times
 * Adviser Innovation
 * Australian Aviation
 * Broker Daily
 * Cyber Daily
 * Defence Connect
 * Fintech Business
 * HR Leader
 * Independent Financial Adviser
 * Investment Centre
 * Investor Daily
 * Lawyers Weekly
 * Money Management
 * Nestegg
 * Property Buzz
 * Real Estate Business
 * Smart Property Investment
 * SMSF Adviser
 * Space Connect
 * Super Review
 * The Adviser
 * Wellness Daily
 * World of Aviation


EVENTS AND SUMMITS

 * Accountants Daily 30 Under 30 Awards
 * Adviser Innovation Summit
 * Australian Accounting Awards
 * Australian Aviation Awards
 * Australian Broking Awards
 * Australian Defence Industry Awards
 * Australian Law Awards
 * Australian Space Awards
 * Australian Space Summit
 * Better Business Summit & Awards
 * Broker Daily Business Awards
 * Corporate Counsel Summit & Awards
 * Cyber Security Summit & Awards
 * Defence Connect Budget Lunch
 * Defence Connect DSR Summit
 * Fund Manager of the Year Awards
 * ifa Excellence Awards
 * ifa Future Forum
 * Investor Daily ESG Summit
 * Lawyers Weekly 30 Under 30 Awards
 * Lawyers Weekly Women in Law Forum
 * New Broker Academy
 * Partner of the Year Awards
 * REB Awards
 * Reinnovate
 * SME Broker Bootcamp
 * SMSF Adviser Technical Day
 * Super Fund of the Year Awards
 * Women in Finance Awards
 * Women in Law Awards


PODCASTS

 * Accountants Daily Podcast Network
 * Australian Aviation Podcast Network
 * Broker Daily Podcast Network
 * Defence Connect Podcast Network
 * HR Leader Podcast Network
 * REB Podcast Network
 * Relative Return
 * Space Connect Podcast
 * The Adviser Podcast Network
 * The ifa Show
 * The Lawyers Weekly Show
 * The Smart Property Investment Show


LEARNING AND EDUCATION

 * Momentum Professional


MOMENTUM MARKETS NETWORK

 * Momentum Markets
 * Momentum Media
 * Captivate Events & Communications
 * Agile Market Intelligence


LINKS

 * About Us
 * Advertise
 * Contact
 * Sitemap
 * Events
 * Subscribe
 * Copyright & Disclaimers
 * Privacy Policy
 * Terms & Conditions


CATEGORIES

 * News
 * Features
 * Investment Centre
 * Education
 * Super Review
 * Events


STAY CONNECTED

SUBSCRIBE to Newsletter
 * 
 * 
 * 
 * 

Copyright © 2007-2024 MOMENTUMMEDIA