FUND MANAGERS

Financial planning

Ethical investment is about to receive a shot in the arm care of some of the biggest names in retail financial services....

Financial planning

Changes in the market can generate changes in opinions. Tom Collins takes a sweeping look at the multitude of changes facing the financial services industry. He even revi...

Financial planning

These days, microcaps do not attract much interest with equity investors, but as John Wilkinson reports, there is good cause for that to change....

Financial planning

Microcaps do not attract much interest with equity investors, although the sector accounts for 80 per cent of the listed companies in Australia....

Financial planning

Fund managers are showing little enthusiasm for the idea of the New Zealand and Australian Stock Exchanges getting together. ...

Financial planning

Merrill Lynch and HSBC’s joint venture investment site is the first to offer investors access to the UK and Canadian stock markets....

Financial planning

Demutualisation of the New Zealand Stock Exchange has taken a major step forward, but enthusiasm for a merger with the Australian Stock Exchange appears to have waned....

Editorial

Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...

Financial planning

The Securities Institute is to pioneer a course for the fast growing Certified Financial Analyst designation under an agreement with the Sydney Society of Financial Analy...

Funds management

Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...

Financial planning

Global sector funds may be the flavour of the month for funds management marketeers, but there is a limit to the number of sectors that can be realistically used....

Financial planning

Australia’s four biggest banks have stamped their dominance on the funds management industry, taking four spots in the top ten inflows for the three months to the end of ...

Financial planning

As some of the gloss fades from dot.com stocks and the Internet, investors are increasingly turning to the potentially lucrative biotechnology market. But, as John Wilkin...

Financial planning

Virgin boss Richard Branson has confirmed what many in the industry have thought for years. Virgin is about to bring its brand of financial services distribution to Austr...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

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

2 months 1 week ago

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

4 months 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 day 12 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

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

6 days 11 hours ago