Another financial burden heaped on hard-pressed advisers

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02 July, 2020

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Equity investors need more 'yield agnostic' strategies

The looming dividend cuts have stressed the danger for equity investors relying on dividend yields alone, according to First Sentier Investors. For more.

IPL enters agreement with adviser Wealth Today

Managed discretionary account provider Implemented Portfolios Limited has entered into agreement with adviser group Wealth Today to provide individual managed accounts. For more.

CountPlus member firm completes acquisition

CountPlus member firm Twomeys has acquired client accounting-based services Cultiv8 Accounting. For more.

FSC and insurance review call for insurance tax abolition

Stamp duty on life insurance is one of the most inefficient taxes in the economy and cost Australians $644 million in 2018/19, according to the Financial Services Council. For more.

AFCA bans paid representative from lodging complaints

MCR Partners has been banned from lodging complaints under the first invocation of rule 2.2, which excludes complainants represented or assisted by an agent receiving remuneration. For more.

Societe Generale pleads guilty

The firm has pleaded guilty to four counts of client money breaches, each carrying a maximum penalty of $45,000. For more.

Equity Trustees appointed super trustee for AMP Life

Equity Trustees Superannuation has been appointed as superannuation trustee for AMP Life’s superannuation funds and will replace current trustees. For more.

Dransfield to depart Suncorp as firm restructures

Gary Dransfield, chief executive, insurance (Australia) is to leave Suncorp, as the firm undergoes a leadership restructure. For more.

Toolbox

The law of 'quant' amid a global pandemic

With investors forced to navigate unpredictable stockmarkets, and with a global recession looming, it is an environment where the investing methodology that is quantitative investing comes into its own, writes Max Cappetta. For more.

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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia

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