FUNDS MANAGEMENT

Funds management

With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...

image
Financial planning

Planners encouraged to assess research house compliance with new regulatory standard....

image
People & Products

Following the recent appointment of Brad Cooper, Aberdeen Asset Management Australia managing director Brett Jollie has joined the Financial Services Council (FSC) board....

image
Accounting

Accountants like platforms for ease of use but remain cautious based on their underlying cost....

image
Editorial

Wilson HTM has posted a net profit loss of $1.6 million, with group revenue also taking a hit. ...

image
Editorial

Planning acquisitions and platform restructure set scene for future performance....

image
Funds management

Financial advice division the highlight of Australian Unity performance....

image
Funds management

Domestic bond investors missing out on returns due to “benchmark-imposed limitations and risks”...

image
Superannuation

Australia’s largest super fund, Australian Super, has picked up a slice of Henderson Group....

image
Superannuation

The growth of the self-managed superannuation funds (SMSF) sector could be damaged by the failure of fund members to properly manage the funds and their holdings, accordi...

image
Editorial

The old adage that managed funds launched in a short space of time and/or pursuing specific themes can herald poor future returns has a great deal of validity, warns Juli...

image
Superannuation

Median growth fund returns 19.3 per cent for one year and 6.8 per cent over 10 years....

image
Editorial

ANZ reports solid nine months but, like others, has issues with lapse rates....

image
Funds management

Over the 30 years to 30 June 2013, major asset class indices have returned between 8.2 per cent and 11.6 per cent per annum, led by Australian shares, Vanguard’s 2013 Ind...

image
Funds management

BOQ hit by $34.5 million in refunds to 4 per cent of its customer base....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

2 weeks 1 day ago

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

4 weeks 1 day ago

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