Freya Purnell

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Financial planning

11 Apr

ASIC relieves pressure on PDS accuracy

The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the need to regularly prepare supplementary product disclosure statem...

Financial planning

10 Apr

Growth funds strong in March but down for year

Growth-options within superannuation funds - those with a 70/30 split between growth and conservative investments - are experiencing one of their most volatile periods of...

Financial planning

04 Apr

Deutsche launches small caps fund

Fund manager Deutsche Asset Management (DeAM) has launched a new small caps fund, the Deutsche Australian Small Companies Fund, to take advantage of a perceived gap in th...

Financial planning

03 Apr

Equity Trustees acquires Wealthpac master trust

Melbourne-based fund manager Equity Trustees (EQT) has acquired the $110 million Wealthpac Access Master Trust, which has 7,600 members and is comprised of employer super...

Financial planning

02 Apr

Lonsec concerns over ING portfolio shuffle

Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...

Financial planning

02 Apr

APIR signs up first client for compliance reference service

APIR Systems has signed up Brisbane-based dealer group Australian Investment and Financial Planners (AI&FP) as the first full-service user of its Compliance Reference Ser...

Financial planning

02 Apr

Snowball signs South Australian partner

Financial planning company Snowball Group has formed a strategic alliance with independent group Hayes Sterling to represent Snowball in South Australia....

Financial planning

02 Apr

Assirt gives four stars to new Barclays fund

Ratings-house Assirt has awarded Barclays Global Investors’ (BGI) new Hedged International Share Fund a four star rating after the fund’s launch this week....

Funds management

01 Apr

Equities analysts in BT revolving door

Australian equities analysts Jack Chemello and Misha Collins have left ING Investment Management after only 12 and 2 1/2 months respectively to return to their previous e...

Financial planning

25 Mar

Asgard splits up investment menu

Sealcorp has recently approved some changes to the investment menu of its master trust and wrap platform Asgard, including splitting off hedge funds, absolute return fund...