FUNDS MANAGEMENT

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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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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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 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