FUNDS MANAGEMENT

Funds management

ETF usage in model portfolios is exploding, with OneVue noticing that ETF investment on its unified managed account platform has more than tripled over the last nine mont...

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People & Products

Ascalon Capital Managers has appointed Robert Lance as head of Australia. ...

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Funds management

The final element in the Investment Manager Regime has been released for consultation and includes the reworking of a number of points contained in Elements 1 and 2....

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Financial planning

BGL Corporate Solutions has announced a partnership with fund managers Aberdeen and Schroders....

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Funds management

Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...

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Funds management

BGL Corporate Solutions has partnered with Aberdeen and Schroders to provide automated contract notes from managed funds....

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Superannuation

The Minister for Financial Services, Bill Shorten, has claimed the budget bottom line is not driving Labor superannuation policy....

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Funds management

Perpetual has completed the revamp of its portfolio wrap service, which forms part of the company’s Transformation 2015 program as it seeks to reduce costs. ...

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Financial planning

FIIG Securities completes $50 million corporate bond offer for Mackay Sugar....

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Funds management

Selfwealth has partnered with Infinitas Asset Management to give its subscribers access to market and fund manager performance for not-for-profit backed portfolios....

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Superannuation

Industry concern that Government may impose a threshold as low as $180,000 for its super changes....

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Funds management

New US research points to growth in self-directed investment and how firms are positioning themselves....

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Funds management

The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....

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People & Products

Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....

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Financial planning

ASIC is warning investors of a cold-calling scam that appears to be linked to a series of fraudulent businesses....

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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 12 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 16 hours ago