FUND MANAGER

Financial planning

ASIC refines and standardises short selling rules to close netting-off loophole....

image
Financial planning

Standard & Poor’s Fund Services (S&P) has announced it will not change its ratings for Ausbil funds following the resignation of Ausbil Dexia’s invest...

Financial planning

In the wake of former Astarra Asset Management investment manager Shawn Richard pleading guilty to taking more than $6.4 million in undisclosed payments, the details of o...

image
Financial planning

Cross-subsidisation of advice leaves pricing power in the hands of a select few institutions....

People & Products

Fund manager BlackRock has finally appointed the new head of iShares Australia with Mark Oliver to take on the role....

Editorial

Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....

image
Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

image
Financial planning

Moss Capital has launched a solar energy fund, a first for Australia....

Financial planning

NAB’s investment management business takes stake in start-up boutique....

Financial planning

Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....

Financial planning

The Future of Financial Advice reforms will see the end of commissions and the introduction of fee-for-service for planners. Mike Taylor hosts a roundtable to discuss wha...

image
Financial planning

FIIG Securities' Stephen Hart examines fixed income assets and explores the arguments relating to direct investment or the use of managed funds....

image
Editorial

When it comes to financial advice remuneration models, it's the service that matters, not the mode of payment, says Indy Singh....

image
Editorial

Harvey Kalman explains why the responsible entity relationship may need risk consideration....

image
Financial planning

Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 4 days ago

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

1 month 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 2 days 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. ...

4 days 23 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...

4 days 3 hours ago