12/11/2020

Over 90 adviser roles gone this week

AMP Group lost altogether almost 500 roles (486) which meant that AMP FP shed 30% of their advisers and Charter cut down adviser roles by a further 20% since the beginning of the year.

12/09/2020

Four themes for 2021: Macquarie

The firm had identified four themes which presented opportunities for firms and for investors in the coming year, which had all arisen as a result of the pandemic changes this year.

12/04/2020

Are advisers turning to small licensees?

As far as mid-tier groups were concerned, Lifespan Financial Planning acquired four new advisers who had moved from two licensees operating under the AMP umbrella.

12/04/2020

Best managed funds, ETFs named

In unlisted managed funds, the best listed property fund was Pendal Property Securities Fund (-16.56% for the year and 6.39% p.a. over five years), followed by UBS Property Securities and Ironbark Paladin Property Securities Fund.

12/01/2020

Despite Pandemic, November Set to Be One for the Record Books

For some perspective, those November moves pulled the Russell 2000 and the Dow into positive territory on a year-to-date basis, up 11.2% and 4.8%, respectively, while the Nasdaq Composite Index is tracking to finish the first 11 months of the year up arou

11/30/2020

A green light for economies

No government can ignore the environment anymore. Instead, all their major decisions – from taxes to subsidies and more – will now have to have a global green economy at their heart.