FUNDS MANAGEMENT INDUSTRY

Funds management

Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....

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Financial planning

Funds manager Vanguard Investments has announced that it intends publishing quarterly portfolio holdings for all of its funds from this month onwards....

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Funds management

Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....

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Financial planning

The Federal Opposition will resume its push to make Australia a regional financial services hub....

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Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

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People & Products

Amid a restructure of the company's Australian distribution team, Treasury Group (TRG) has appointed Stephen Bramley as director, distribution based in Melbourne....

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Financial planning

The Federal Opposition has claimed answers provided by Treasury officials have confirmed government inaction is denying Australian fund managers the opportunity to access...

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People & Products

BlackRock Australia has appointed Albert Daniels to lead investment communications for the asset management firm....

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People & Products

Crescent Capital founding partner Andrew McGill will succeed Mark Burgess as chief executive of Treasury Group, commencing 12 July....

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Policy & Regulation

The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...

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People & Products

Investment research house van Eyk has strengthened its distribution team with the appointment of Angela O'Connor as new business development manager and Karlena Burnett a...

Policy & Regulation

The Federal Government's Future of Financial Advice (FOFA) changes carry with them the genuine risk of benefiting the big banks, institutions and industry funds at the ex...

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Financial planning

Making flood insurance compulsory or coming up with a common definition of flood will not necessarily mean that insurers will offer it - nor will it make insurance more a...

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Financial planning

The financial services industry has welcomed proposed changes to the controlled foreign company rules....

Funds management

The funds management industry is preparing itself for the next market cycle, with the current mergers and acquisition activity a sign that some are tweaking their busines...

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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 22 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 13 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