FUND MANAGER

Financial planning

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Financial planning

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Financial planning

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Funds management

The peak association for investment consultants is gearing up for a couple of busy months ahead. Jayson Forrest caught up with the Investment Management Consultants Assoc...

Financial planning

In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...

Financial planning

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Financial planning

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Funds management

Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....

Financial planning

HFA Holdings (HFA) has confirmed it is in discussions with a United States fund manager with a view to a possible merger....

Financial planning

Indexing within retail investment portfolios is a “killer application” for fund managers, outperforming about two-thirds of traditional active managers, according to the ...

Funds management

MacarthurCook’s latest Asian real estate investment trust has closed massively oversubscribed after raising Sing$312.5 million in just six days....

Superannuation

The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...

Financial planning

Scottish fund manager Martin Currie plans to launch an Australian version of its Global Alpha Fund later this year....

Funds management

New research by consultant Inalytics has found that, contrary to conventional wisdom, most fund managers cull their overperforming stocks and hold on to their underperfor...

Financial planning

Recent share market volatility has illustrated the value of including non-market correlated assets in an investment portfolio, according to an industry fund manager....

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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 ...

4 weeks 2 days 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 2 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 3 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 2 days ago