FUND MANAGERS

Financial planning

For Danial White, a fee-for-service future will become a more viable and sustainable business model to work with....

Financial planning

Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....

Financial planning

Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....

Financial planning

The Australian Securities and Investments Commission (ASIC) has postponed the date by which fund managers and product providers have to comply with the new dollar disclos...

Financial planning

Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...

Funds management

Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...

Editorial

Assirt Research has restructured its ratings fees and increased subscriptions rates for its quarterly market share report as part of an initiative to steer the firm towar...

Financial planning

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Financial planning

The rush to offer term allocated pensions to the market has led US-based Computer Sciences Corporation and wealth management systems provider Syscorp to develop software ...

Financial planning

Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...

Editorial

The strong Australian economy and better than expected company profits are proving a boon to fund managers, according to the latest InTech Financial Services data....

Financial planning

Three more fund managers - Zurich, Credit Suisse Asset Management and Asgard - have rolled out Term Allocated Pension products just in time for government legislation all...

Financial planning

The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...

Funds management

Asia ex-Japan has become the fastest growing asset management region in the world, and given it houses two of the world’s most populous and rapidly growing economies will...

Financial planning

Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...

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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....

6 days 16 hours 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 4 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 2 days ago