FUND MANAGER

Financial planning

IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...

Funds management

Fund managers around the world are facing a major shake-out, according to one of the world’s biggest financial services groups, Frank Russell....

Financial planning

I haven’t changed dealer groups since I’ve been in the industry. I joined Pembroke Financial Planners in 1994....

Financial planning

Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....

Financial planning

Poor performance by AMP’s older style funds have dragged down the fund man-ager’s Morningstar overall rating to three stars....

Financial planning

Tower has further expanded its trustee operations in Australia with the acquisition of IOOF Aus-tralia Trustees....

Financial planning

The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....

Financial planning

Super funds, accountants and the Internet are making life pretty interesting for financial planners at the moment. But while it may be interesting for advisers, <B>Tom Co...

People & Products

Australian institutional investors will soon be demanding hedge funds in their investment portfolios, according to AXA global structured products managing director Barry ...

Policy & Regulation

Well it’s that time of year again. I know the season’s changed when my dear old friends at the Venezuelan Yak Milk Yoghurt farm dust of their $20 gold leaf embossed pros...

Financial planning

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

Financial planning

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

Financial planning

County Investment Management has returned to the retail market after an absence of two and a half years....

Financial planning

Former Frank Russell Australia managing director Meredith Brooks has been awarded Actuary of the Year by the Institute of Actuaries of Australia (IAA)....

Financial planning

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 2 days ago

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

4 weeks ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 7 hours ago