FUNDS MANAGEMENT

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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Funds management

ASIC has released a consultation paper that aligns with international standards on risk management for the managed funds sector, it said....

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Funds management

The directors of LM Investment Management have appointed John Park and Ginette Muller of FTI Consulting as voluntary administrators....

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Funds management

Income-producing investment products are returning almost 3 per cent less per annum than what is currently anticipated by Australian investors, according to new figures f...

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Funds management

Inflows into retail managed funds were up by $20 billion in the December quarter of 2012, according to Plan for Life....

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Editorial

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

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Funds management

Elders has assured growers in its Sandalwood Scheme there is “no alternative proposal” to the Santanol offer....

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Funds management

Hamilton Securities is continuing its push to contest the sale of sandalwood plantations currently managed by Elders....

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People & Products

Partners Group plans to make a number of changes to its executive management and board of directors in line with increased scale in its global investment, client and corp...

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Financial planning

The Institute of Managed Account Providers (IMAP) chair Toby Potter says the regulator’s proposed guidance on managed discretionary accounts (MDAs) recognises their impor...

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Funds management

Managed discretionary accounts (MDAs), which allow advisers to run direct equities portfolios for their clients, are under review by the Australian Securities and Investm...

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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