FUNDS MANAGEMENT

Funds management

Minimum investment amounts heavily reduced to attract planners, retail investors and SMSFs. ...

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Funds management

Two funds management executives have cautioned that the sharp rise in equity returns, particularly dividend stocks, may not continue next year....

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Funds management

New analysis from the Australian Private Equity and Venture Capital Association points to resilient market....

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Financial planning

Trust to trade on ASX for last time tomorrow as take-over deal moves ahead...

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Financial planning

The Auditor-General suggests APRA should consult more and give greater detail about financial sector levies....

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Financial planning

PM Capital will raise more than $200 million in the initial public offering for its listed international equities fund. ...

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People & Products

Vanguard veteran Jeffery Johnson has been enlisted to head the global investments giant’s Asia-Pacific strategy and research division. ...

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Funds management

Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....

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Superannuation

ASFA warns that women will be particularly impacted by pausing the lifting of the superannuation guarantee....

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Financial planning

Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....

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Funds management

Financial advisers will need to untangle the complexities of the new aged care reforms so that their clients do not miss out on income, a fund management firm believes. ...

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Financial planning

PM CAPITAL has announced that the proposed ASX listing of its Global Opportunities Fund has exceeded its minimum target of $50 million following a national roadshow proce...

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Funds management

Fund manager Aberdeen Asset Management has announced the proposed acquisition of Scottish Widows Investment Partnership (SWIP) from Lloyds Banking Group for £550 million....

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Funds management

Source of revenue and not home-base should the determinant behind an investment strategy...

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Funds management

GPT Group counters Dexus/CPPIB with bid for Commonwealth Property Office fund....

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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 2 days ago

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

4 weeks 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. ...

1 week 1 day 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. ...

3 days 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...

2 days 20 hours ago