FUND MANAGERS

Financial planning

The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....

Financial planning

Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....

Financial planning

A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...

Financial planning

AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...

Financial planning

Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...

Financial planning

The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...

Financial planning

Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....

Financial planning

The biggest printer of prospectuses for fund managers, Blue Star, is now in Australian hands, following a management buy-out by its Australian and New Zealand executive t...

Financial planning

China is emerging as one of the biggest opportunities for fund managers looking to spread beyond their own geographical boundaries. ...

Financial planning

Fund managers should take a bigger role in social issues facing Australia, according to Investment and Financial Services Association (IFSA) chief executive Lynn Ralph....

Financial planning

Fund managers worried that consumer pressure will force a squeeze on margins can breath a sigh of relief over a survey commissioned by the Investment and Financial Servic...

Financial planning

Andrew Mohl has added his voice to the chorus of fund managers calling on the government to allow equity and property investments to form part of lifetime annuity product...

Financial planning

BT Funds Management has begun a concerted campaign to win-back adviser confidence in its investment skills, says chief investment officer Gary Symons....

Financial planning

The growth of investing globally is being accompanied by an increase in information, much of it overwhelming, which is the result of more stringent disclosure. According ...

Editorial

Despite the best efforts to create an international investment hub in Australia, the local industry is still tied to what happens in the traditional markets of Europe and...

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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 2 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....

5 days 4 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 3 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 1 day ago