FUNDS MANAGEMENT

Funds management

Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...

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Superannuation

Following SuperRatings criticism of the FSC/ASFA standard risk measure yesterday, ASFA has said it will incorporate the points made in a review of the SRM later this year...

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Policy & Regulation

In the lead-up to tax time, the Australian Taxation Office (ATO) is warning taxpayers about new and complex tax avoidance schemes offering people financial security....

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Funds management

New FSC analysis confirms weakening sentiment around Australian equities in fully priced market....

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Funds management

Australian Super reveals it will be paying $500 million in fees to external managers around the time it reaches $100 billion in AUM....

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Financial planning

AIOFP has partnered with Instreet to roll out a structured product for its members, as optimism comes back to the market....

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Funds management

China’s GDP (gross domestic product) growth is set to downshift over the next five years, with the slow-down in policy stimulus to hit the Australian economy hard....

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People & Products

Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....

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Financial planning

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

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Financial planning

ASIC launches Federal Court action over moves around sale of the Premium Income Fund....

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Funds management

Fund managers investing to outperform benchmarks are irrelevant to end investors as managers often stray from their own investment objectives and do not meet the returns ...

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Editorial

As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...

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Funds management

As part of its ongoing review of the sector, the Australian Securities and Investments Commission (ASIC) has released updated regulatory guidance for operators of registe...

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Funds management

Lonsec predicts low-volatility 'actively managed’ ETFs will gain local traction...

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Funds management

IOOF partners with Legg Mason to establish Australian equities and listed property funds for its multi-manager line-up. ...

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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 3 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 1 day 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 2 days 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. ...

4 days 20 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...

4 days ago