FUNDS MANAGEMENT

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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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...

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Financial planning

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

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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....

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Accounting

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

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Editorial

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago