FUND MANAGERS

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...

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Financial planning

Fund managers, super funds and other financial services organisations still have a long way to go before they rebuild the investor trust they lost during the global finan...

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Funds management

Some of the community anger directed towards the Commonwealth Bank of Australia (CBA) after its Melbourne Cup day rate hike appears to have trickled down to the funds man...

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Funds management

Boutiques have emerged as a major attraction for investment personnel departing the major institutions....

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Financial planning

Regulators have again been urged to intervene in the issue of fund promotion as some of Australia’s biggest fund managers and super funds continue to market product...

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Financial planning

A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...

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Funds management

Australia set to push for introduction of Asia Region Funds Management Passport at APEC forum....

Financial planning

A large proportion of industry super funds have high numbers of relatively small investment mandates, ultimately driving up the cost of investment management for members....

Financial planning

Lack of consistency in fund name conventions remains a significant issue, with labels such as ‘balanced’ and ‘growth’ often meaning very different...

Financial planning

New discussions have emerged about separately managed accounts (SMAs) and their potential for future growth, as some fund managers have allowed for coexistence between wr...

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Financial planning

Aviva Investors has signed another two-year deal with administration provider, OneVue....

Financial planning

Advisers have been asked to consider the benefits of supporting fund managers who put their money where their mouth is....

Funds management

Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...

Financial planning

Some of the proposed reforms are either unnecessary or incomplete and will not fix the core issues facing the financial services industry, according to the Boutique of Fi...

Financial planning

Australia should use its trading clout with China to force Chinese companies to become more socially responsible, according to the chief executive officer of Global Curre...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago