FUND MANAGER

People & Products

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

Financial planning

Some industry commentators are giving independent platform provider Powerwrap scant chance of success with the scheduled launch of its consolidated wrap offering this mon...

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Financial planning

Orchard Funds Management will pay distributions on seven of its funds this month, but a number of its other funds remain suspended and facing financing difficulties....

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People & Products

Former Investec acquisition finance head Tim Wilson has been named as the new managing director of Blue Sky Private Equity....

Funds management

Former SAI property head Graham Brewer is part of the launch of new property manager Amici Funds Management....

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Financial planning

MMC Contrarian and Valuestream Investment Management have announced that they have entered into a share sale and purchase agreement....

Financial planning

Index fund manager Vanguard has welcomed the release by APRA last week of super research that found essentially that active investment managers usually underperform the b...

Financial planning

The Financial Planning Association has responded to a decision by Association of Independently Owned Financial Planners (AIOFP) not to use its Continuing Education assess...

Financial planning

The Association of Independently Owned Financial Planners has appointed the University of Adelaide as its third party assessor for continuing education points accruing to...

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Financial planning

ROGER COLLISON contends that ignoring environmental, social and governance principles can be catastrophic for companies....

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Financial planning

Former clients of Storm Financial and Colonial Geared Investments are continuing to voice frustration about the shortcomings of the system employed by CGI in managing the...

Financial planning

BT Investment Management's chief executive will leave the fund manager next Monday rather than on October 1 as announced last week....

Financial planning

David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....

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Financial planning

While it may seem safer to confine your investments to the local equities market, looking overseas may too be a good long-term strategy, writes Benjamin Levy....

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Editorial

When Australia was enjoying a bull property market, investors - many of them retirees - opted to put their money in mortgage funds as a way of guaranteeing a regular inco...

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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 5 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 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...

5 days 3 hours ago