FUNDS MANAGEMENT

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....

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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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Superannuation

More superannuation funds are looking to insource service provision, but investment management is only for the mega-funds....

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Funds management

The Chinese Free Trade Agreement will boost the local funds management sector and provide exposure to the Chinese market, according to an FSC senior staffer....

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Funds management

UBS Global Asset Management has expanded its Australian team to support its growth in client mandates and funds under management....

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Funds management

Legg Mason has announced it will buy a controlling interest in RARE Infrastructure....

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People & Products

Chris Cuffe has agreed to chair specialist funds manager, Atrium Investment Management, to accelerate the company’s growth....

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People & Products

Fund administration and registry software provider GBST completes multiple database support for Composer....

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People & Products

Federation Centres has leveraged its Novion merger by appointing Richard Jamieson as chief financial officer....

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Superannuation

The Federal Government has been told there is a need to broaden the super regime, including compelling the self-employed to make super contributions....

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Financial planning

AMP promotes internally, lifting Adam Tindall to CEO role within AMP Capital....

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Financial planning

Platform provider netwealth has launched a private label managed account offering with GPS Wealth....

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Funds management

Earnings momentum, solid balance sheets, and growing dividends have given our major banks the support to deliver global sector-leading returns on equity, according to Mor...

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Funds management

Asian high net worths are increasingly getting their advice from private banks and are turning to international equities and investment property in volatile times....

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People & Products

TH Real Estate chief executive, James Darkins announces retirement and hand-over to Mike Sales....

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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. ...

6 days 2 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 16 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

20 hours 42 minutes ago