FUNDS MANAGEMENT

Financial planning

Perpetual-Trust merger to create largest trust services provider in the Australian market....

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Funds management

Funds management and third party marketing and distribution firm Winston Capital Partners has made two senior appointments and signed up two managed funds in line with it...

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Funds management

Merger and acquisition (M&A) activity is tipped to rise in 2013, with 10 per cent of fund managers planning to acquire another business in the next five years, a report s...

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Accounting

ASIC data reveals the accountants’ limited licensing regime is already gaining traction....

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Funds management

Russell Investments has released a research paper that explores whether using a fixed price for FX transactions provides the best outcomes for investors....

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Funds management

Boutique fund manager Aura Funds Management (AFM) has formed a strategic alliance with McGrath Estate Agents in a bid to enter the Australian market with Significant Inve...

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Superannuation

Super funds which lose members to SMSFs are unlikely to see them come back....

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Funds management

Many investors take reporting season figures at their face value - which could lead to missed opportunities, according to Hyperion Asset Management CIO, Mark Arnold...

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Funds management

Australian hedge funds have been given a clean bill of health by ASIC largely because most investors are institutional....

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Funds management

Clestus Weerappah has been sentenced to four years jail over his role in the collapse of property development group Dollarforce Financial Services (DFS) in 2009....

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Superannuation

Industry super funds have the opportunity to move into the platform space, but administrative and cost discrepancies need to be ironed out first, stakeholders believe....

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Financial planning

Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...

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Financial planning

Take-over tussle for Trust continues as Perpetual ramps up offer....

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Financial planning

Bradley Thomas Sherwin, the bankrupt chairman of Wickham Securities, has been banned from the financial services industry for more than two and a half years....

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Funds management

Impact investing and board diversity strategies could create a boom in environmental, social and governance (ESG) over the next decade, AXA Investment Managers believes. ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago