FUND MANAGER

Financial planning

Should financial planners advise on direct shares?...

Financial planning

Contango Asset Management has won its first mandates from Sydney-based investors, co-director David Stevens has told <I>Money Management</I>....

Financial planning

Vanguard has become the fourth major fund manager to outsource its registry operations to BT Portfolio Services. ...

Financial planning

The financial services industry could learn the proposed new owners Melbourne-based StateGuard Friendly Society by the end of this week....

Financial planning

Fund manager AM Corporation has opened Series III of its popular Traded Policies Fund, which has received some $470 million in inflows in under three years....

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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 1 day ago

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

3 weeks 6 days 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. ...

6 days 16 hours 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. ...

2 days 7 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...

1 day 11 hours ago