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FUNDS MANAGEMENT
Funds management
Positive results from responsible investment assets are making a compelling case for advisers and investors to back funds that focus on ESG issues....
Funds management
Advisers use ASX run funds management investment service more frequently than self directed investors....
Funds management
Watershed Group’s advisers with strong or active market views were able to beat their respective index benchmarks for the year to June 2015....
Funds management
Platform availability will drive annuity use among advisers, according to market research....
Funds management
The dual mandate Future Generation Global Investment Company (FGGIC) is on target to reach its initial investment amount with about half the funds raised....
Funds management
Bennelong has formed a partnership with newly-formed Australian equities investment manager, Touchstone Asset Management, to provide back office and financial support....
Funds management
PIMCO has had the ratings on two funds upgraded by Zenith to “Highly Recommended”....
Funds management
The Altius Sustainable Bond Fund has been added to the netwealth platform following its inclusion on Emerald Wrap earlier this year....
Funds management
Magellan Financial Group has launched a currency hedged version of its ASX quoted Magellan Global Equities Fund (MGEF)....
Funds management
A joint operation between ASIC and the Australian Federal Police into the hacking of online accounts of retail investors in August last year has now resulted in over $77...
People & Products
Dalton Nicol Reid recruits former UBS staffer, Scott Kelly to the group’s investment team....
People & Products
Standard Life appoints two new multi-asset specialists as it builds its Asia-Pacific strategy....
People & Products
SMSF administration provider BGL links with Accurium to deliver actuarial certificates via Simple Fund 360....
Financial planning
A specialist financial services lawyer has questioned whether planners can be held negligent for not recommending SMSFs to super fund members with high account balances....
Financial planning
Platforms have been usurping the role of advisers by constructing barriers to entry, according to Heathcote Investments Partners director, Clayton Coplestone....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...