FUNDS MANAGEMENT

Editorial

The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....

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Superannuation

The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....

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Funds management

The flurry of regulatory change out of the US and Europe has served to challenge Australian investment managers....

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Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

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Editorial

Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....

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Superannuation

Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....

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Funds management

HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....

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Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

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Editorial

Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....

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Editorial

van Eyk's Jonathan Ramsay gives investors some tips for determining whether a fund manager will outperform....

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Financial planning

Select Asset Management part of foundation alliance for nascent Winston Capital Partners....

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Funds management

A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...

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Funds management

Australian fund manager LM Investment Management is conducting due diligence with two offshore real estate private equity funds in a deal worth $1 billion....

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Superannuation

Over the 12 months to 30 September, Challenger's funds management business has grown its total FUM by 27 per cent to $32.6 billion....

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Editorial

Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....

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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 17 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 21 hours ago