FUNDS MANAGEMENT

Financial planning

A new analysis suggests the push by the major banks into planning and life insurance is not yet paying the dividends they hoped for. ...

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Editorial

Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...

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Funds management

Uncertainty around fixed interest assets and interest rates has kept planners from moving back into the asset class. ...

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Funds management

BTIM has invested in a product development team to think specifically about tapping into different client segments, including the SMSF market, according to managing direc...

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Funds management

BT Investment Management has more than doubled its profits in the last year, largely thanks to the strong performance of one of its international businesses....

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Superannuation

Industry funds may struggle to outperform retail competitors in the future, with the ongoing effect of regulatory changes gradually breaking down their stranglehold on ma...

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Funds management

Regulator says thirteenth EU will conclude planned Trio action....

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Funds management

Investors may have to consider either maintaining or even increasing their risk if they want to achieve the returns needed to fund their retirement....

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Funds management

ASIC admits it can’t find enough evidence to continue its pursuit of alleged Trio mastermind Jack Flader....

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Funds management

Quantitative easing has wiped out safe-havens for investors who will need to find new avenues within emerging markets in which to invest....

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Superannuation

Accountants fuel growth of SMSFs out of self-interest....

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Superannuation

IFM states new name is better representation of its work and customers. ...

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Funds management

Japanese-based manager makes second Australian play purchasing Treasury Asia Asset Management....

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Funds management

ASIC urges investors to be aware of the risks associated with FX trading....

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Financial planning

Former staffer accuses ASIC of burying complaints and only acting when complaints reach ‘tsunami level’....

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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 19 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 23 hours ago