FUND MANAGER

Financial planning

New evidence has emerged pointing to the seemingly unconventional relationship between the AIOFP and the now defunct fund manager Trio Capital, formerly known as Astarra ...

image
Financial planning

Australia will be vulnerable to a second financial crisis if interest rates continue to rise, according to a leading equity strategist....

Funds management

Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...

image
Editorial

Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....

image
Financial planning

The Association of Independently-Owned Financial Planners (AIOFP) is lobbying key regulatory and administrative stakeholders over the management of now defunct fund manag...

image
Funds management

The right fund manager with a good skills set should be the priority before the concentration of a fund is considered, according to Standard & Poor's....

image
People & Products

van Eyk Research has appointed Chris Bigg and Ming Chen as senior investment analyst and investment analyst, respectively....

image
Financial planning

Westpac-owned boutique funds management incubator Ascalon Capital Managers has acquired another 15 per cent stake in absolute return fund manager H3 Global Advisors, incr...

image
Financial planning

More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....

image
Editorial

Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...

image
Financial planning

Robert Harrison, chief executive of BNP Paribas Investment Partners Australia, has been selected to head the combined entity for Australia and New Zealand....

Financial planning

The administrators of Trio Capital, also known as Astarra Capital, have indicated all investments registered through National Australia Trustees are accounted for....

image
Financial planning

Performance fees being charged by some fund managers in the Australian equities extension sector are excessive, and are being applied without appropriate benchmarks....

image
Financial planning

Aberdeen kicks off the year with two key institutional mandates....

image
Financial planning

Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...

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 3 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. ...

5 days 15 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 19 hours ago