FUND MANAGER

Financial planning

Remaining stake to continue to be owned by Lodestar investment team....

Funds management

Nine out of 10 fund managers hold a positive view on Asia-Pacific ex Japan equities, according to an HSBC survey....

Editorial

Perennial Value Management's managing director said the fund manager is projecting a period of flat profit growth, but on a yield basis, there's good value in the market....

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Financial planning

Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....

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Financial planning

A Queensland residential investment manager has been put into liquidation, leaving hundreds of mum and dad investors out of pocket....

Financial planning

Product providers and financial advisers are going to be poles apart when it comes to the complexity of the service they provide: Stackpool....

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Financial planning

The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....

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Financial planning

Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...

Editorial

There’s zero correlation between the number of pages in an offer document and investment performance. Yep, you can make money from a fat prospectus and lose it on a skinn...

People & Products

Will lead fund manager review process and manage model portfolios and client relationships....

Funds management

Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...

Financial planning

Funds, assets under management, drop by 29 and 34 per cent during the financial year....

Editorial

Following a number of recent liquidity issues, platforms have found themselves in new territory....

Superannuation

A boutique fund manager has teamed up with a financial planning firm and a stockbroker to offer a direct property fund for the self-managed superannuation fund market....

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People & Products

Will be responsible for developing new institutional business and growing future prospects in Australia....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 3 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 4 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 3 days ago