The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....
The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....
The flurry of regulatory change out of the US and Europe has served to challenge Australian investment managers....
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...
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....
Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....
HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....
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...
Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....
van Eyk's Jonathan Ramsay gives investors some tips for determining whether a fund manager will outperform....
Select Asset Management part of foundation alliance for nascent Winston Capital Partners....
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...
Australian fund manager LM Investment Management is conducting due diligence with two offshore real estate private equity funds in a deal worth $1 billion....
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....
Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....