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Former ClearView chair joins CountPlus

ALEX BURKE | TUESDAY, 17 JAN 2017

... administration software company Class, Countplus picked it up and the Class platform ended up being, in Lambert's words, "a big lift" for Countplus accountants. He said: "Other people signed up, because they figured that if Barry Lambert was involved ...

A-dollar rising

BENJAMIN ONG | MONDAY, 16 JAN 2017

... growth momentum is most major economies are improving. How high can the A$ go? The Economist magazine just released it's 'Big Mac' index that showed that Australia's currency is 15.5% undervalued against the greenback. This was when the A$ fetched US$0.7353. ...

The UK's still OK

BENJAMIN ONG | THURSDAY, 12 JAN 2017

Brexit worries aside, the UK economy remains OK. Along with the latest improvement in business and consumer confidence and PMI surveys, industrial and manufacturing output has bounced back. To be sure, market expected industrial and manufacturing rebound ...

FPA educating future planning generation

JAMIE WILLIAMSON | WEDNESDAY, 11 JAN 2017

... code going forward, so I think this puts the FPA in the box seat," he said. "It's a long-term goal, but our code is a pretty big sign of professionalism and there's a lot of accountability and responsibility that comes with being bound by that." Already ...

Investors must look further than US: J.P. Morgan

EMMA RAPAPORT | WEDNESDAY, 11 JAN 2017

... market, and predicts an increase in spending from state and federal governments. "An overall higher commodity price signals that big drags on the economy are starting to ease up, which is why we think in the coming year we will see more growth in the ...

Super changes spark engagement

DARREN SNYDER | TUESDAY, 10 JAN 2017

The Federal Government's rollout of the biggest changes to superannuation in more than a decade is seeing financial advisers and investors pay increased attention to portfolio management. At the investor end of the spectrum, Colonial First State is ...

Spending and debt, Australia's biggest test

JAMIE WILLIAMSON | TUESDAY, 10 JAN 2017

Concern about the national economy is driving a lack of confidence in Australians' ability to achieve greater financial outcomes in 2017. According to new research commissioned by St. George, about 70% of Australians are worried about their finances ...

First-mover advantage key to smart beta ETFs

MICHELLE BALTAZAR | MONDAY, 9 JAN 2017

... including Australia. Last year alone, 208 new products were launched and 37 delisted. Provider iShares is leading the pack by a big margin when it posted more than $43 billion in net inflows in the year to November 2016, followed by Vanguard with $16 ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR | MONDAY, 9 JAN 2017

... record managing just under $300 billion of investor assets, OppenheimerFunds has been around for more than 50 years and is a big advocate for millennial investing. Here are Dane's recommendations on how to appeal to this demographic: Familiarise yourself ...

Guest of honour

ALEX BURKE | TUESDAY, 3 JAN 2017

... on a cadet program "to make this country boy move to the city." As a compromise, given he now had a wife, three kids and a "big mortgage," Lambert asked whether he could do a few tax returns on the side. They agreed, and Lambert began advertising his ...

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Federal Court lifts Merhi's travel ban

KARREN VERGARA

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Does association membership still matter?

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Digital assets and where they stand in 2026

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Blake Briggs

CHIEF EXECUTIVE OFFICER
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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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