FUNDS MANAGEMENT

Financial planning

The Federal Government has announced the upgrading of its online SuperSeeker tool....

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Funds management

First State Investments will soon measure the impact of environmental, social and governance (ESG) issues on its portfolios, says global head of responsible investment Wi...

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Editorial

The benefits of active management in the debt market can help investors steer clear of a wide range of problems, explains Warwick Boys....

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Financial planning

The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...

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Editorial

AMP Limited has turned in a solid full-year net profit on the back of improved performances across a range of divisions including wealth management and AMP Capital....

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Editorial

Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....

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Financial planning

LaSalle Investment Management has added to the property portfolio within its LaSalle Australia Core Plus Fund....

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Funds management

New survey suggests financial planners have reduced allocation to managed funds once again in 2012, though the decline appears to be bottoming out....

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People & Products

Margaret Payn has been appointed AMP Capital's chief financial officer, following the departure of finance director Jim Dawson....

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Financial planning

Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...

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Funds management

Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...

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Funds management

In its latest financial report, BT Investment Management has reported net outflows of $700 million to end the December quarter at $34.7 billion in total funds under manag...

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Financial planning

Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...

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Editorial

Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...

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Funds management

Concerns investors have about managed funds, such as high costs and low returns, are unfounded, according to wealth management group JB Were....

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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 3 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 16 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 20 hours ago