FUNDS MANAGEMENT

Financial planning

IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....

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Superannuation

Superannuation fund performance has taken a slight fall during March; however ratings houses say they will still record the best results since pre-2007....

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Editorial

While low volatility funds have had stellar performance in good times and bad, Dominic McCormick cautions investors against complacency....

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Superannuation

van Eyk analysis points to managers remaining biased towards quality end of share market. ...

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Superannuation

CFS becomes first retail offering to get APRA MySuper authorisation....

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Funds management

Henderson executes on Australian strategy by taking 90 West AM stake....

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Funds management

The majority of Australian share fund managers are heavily overweight to the “quality” end of the share market while few hold bias towards value stocks....

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Funds management

Investors cautioned against using ETFs to gain exposure to emerging markets....

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Financial planning

NAB chief economist, Alan Oster questions validity of RBA economic outlook....

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Superannuation

Fewer concessional contributions tax breaches may be occuring but more disputes around them are hitting the Super Complaints Tribunal....

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People & Products

Towers Watson Australia has strengthened its investment team with the hire of two investment consultants and three investment analysts....

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Financial planning

The finalists for the Money Management/Lonsec 2013 Fund Manager of the Year Awards have been announced, with two new categories added to the list....

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Editorial

Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...

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Funds management

ASIC has suspended LM Investment Management’s AFSL for two years as its investigation into the fund manager continues. ...

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Funds management

Bullish outlook for equities has sparked interest in tailored structured products, according to Instreet Investment Management managing director, George Lucas. ...

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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