FUNDS MANAGEMENT INDUSTRY

Financial planning

Asia’s funds management industry strongly endorses the proposed development of an ‘Asia Funds Passport’, which would allow Australia to gain access to i...

Financial planning

A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...

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Life/Risk

The need for life insurance continues to grow as Australians continue to fall deeper into personal debt – and insurers owned by Australia’s four major banks will take alm...

People & Products

GMO has appointed Geoff Wells as head of Australian equities effective February 5, 2010. He will replace Rick Suvak, who is leaving the company....

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Financial planning

Having proven itself resilient, it is time for the Australian funds management industry to take its skills and experience to the world, writes John Brogden....

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Policy & Regulation

Draft legislation on the tax treatment of managed investment trusts disposals will ensure Australia's tax regime remains competitive in attracting foreign funds, accordin...

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Financial planning

Pelorus Property Group has acquired control of the Reed Property Trust in a transaction worth $1.15 million....

Funds management

As recent events have made abundantly clear, no one is immune to the global financial crisis – regardless of reputation, size or previous long-standing success....

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Funds management

Global financial crisis is accelerating product shift underway as baby boomers move into retirement....

Financial planning

The Minister For Superannuation and Corporate Law, Senator Nick Sherry, says rebuilding confidence in the superannuation and financial services industry is now a priority...

Superannuation

Scepticism about whether managed products can achieve objectives....

Financial planning

Research points to trust as the priority for fund managers when dealing with clients....

Financial planning

Friends, family, Internet and media continue to dominate investor attitudes....

Policy & Regulation

Tax-aware enhancement to increase overall returns....

Financial planning

Other markets look cheaper....

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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