FUND MANAGERS

Financial planning

Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...

Financial planning

Earnings growth from US equities will remain strong enough for good returns as that economy heads for a soft landing, according to Deutsche global chief investment office...

Financial planning

A cloud hangs over the business of providing outsourcing services for fund managers, following the decision by Macquarie Portfolio Services to close its wholesale outsour...

Financial planning

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

Strategic Investments Australia, the new holding group of the Strategic Super Master Plan, is performing due diligence on two small master trusts with a view to acquisiti...

Financial planning

Phillip Matthews has been named as the first permanent chief executive the Financial Planning and Insurance Advisers Association (FPIA)....

Funds management

Fund managers see IT development, customer service, investment management and custody as the biggest growth areas for outsourcing in the next 12 months, William M. Mercer...

Financial planning

US fund managers have taken advantage of laws allowing them to sell funds over the Internet using electronic signatures....

Financial planning

Skandia doesn’t do manufacturing and it doesn’t do retailing. Stuart Engel discovers exactly what it is the Swedish based financial services giant intends to do in Austra...

Financial planning

New Zealand’s funds management industry says overseas-based fund managers may snare most of the business for the Government’s proposed superannuation fund....

Financial planning

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

Financial planning

Fund managers have been given the green light to charge varying fees based on investment size by the investment watchdog....

Financial planning

Money Management congratulates the winners of our competition for subscribers to win a bottle of Penfolds Grange for the August 31 edition:...

Funds management

Fund managers have been given the green light to charge varying fees based on investment size by the investment watchdog....

Financial planning

Fees or Commissions – is that the real debate Two things worry me about the fees vs commissions debate. Firstly are we only considering it from our own perspective – hav...

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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