FUNDS MANAGEMENT

People & Products

Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....

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Financial planning

As investors move funds out of cash, retirees need a broader approach to generating income. ...

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Editorial

Macquarie Group has announced a 17 per cent increase in net profit of $851 million for the full-year ended 31 March....

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Funds management

The investment industry must change the incentive structure for asset managers to encourage them to value more long term investment horizons, according to chairman of the...

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Editorial

BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....

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People & Products

Former Queensland Investment Corporation executive Trevor Cooke has joined UBS Asset Management as head of global real estate for Asia Pacific....

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Funds management

Australian Unity Investments (AUI) proposes a merger of its two property funds before one of them reaches termination in June 2014....

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Superannuation

Boutique fund managers are trying to grab a slice of the ever-growing self-managed super fund (SMSF) pie, but some are questioning whether it is worth the effort. ...

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Editorial

BT Investment Management looks to target SMSFs on the back of strong first-half profit increase....

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Financial planning

Colonial First State has reassumed its position at the top of the Wealth Insights platform rankings. ...

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Funds management

ASIC’s review of MDA guidance has major flaws, according to Bailey Roberts Group....

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Funds management

New US research points to increasing use of mobile apps by wealth management clients....

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Financial planning

ASIC has successfully applied to the Supreme Court of Queensland for three south-east Queensland based companies to be wound up following its investigation into an unlice...

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Financial planning

A former Bell Potter Securities adviser has been sentenced for dishonest conduct involving more than $1.7 million....

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Financial planning

A group of Trio victims has condemned the Federal Government for its refusal to compensate them for their $176 million loss. ...

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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 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 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. ...

5 days 6 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 10 hours ago