FUND MANAGERS

Financial planning

Commonwealth Financial Services has topped the ASSIRT quarterly inflow tables for the third time in succession, thanks largely to huge inflows into its cash management tr...

Financial planning

Fund managers are becoming increasingly cautious as the risk of a major correction looms on the investment horizon. ...

Financial planning

Back in December I attended a conference on private banking. There I heard a speaker say the following:...

Financial planning

Adviser Group founder Gordon Allen has joined Melbourne-based marketing company CPM Communications Group to launch a project management service for public offer investmen...

Financial planning

Doom and gloom merchants have already fallen in love with the so-called millennium (Y2K) bug. But in the financial markets, it’s a ill wind indeed that blows no good to a...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 20 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 11 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago