FUNDS MANAGEMENT

Financial planning

Australian Unity Funds Management has found itself in legal dispute with David Tweed....

People & Products

Hastings Funds Management has promoted Steve Rankine to the position of chief operating officer of its High Yield Fund....

Financial planning

Wholesale fund manager QIC has appointed Cliff Smith to the newly created role of managing director for Institutional Business....

Financial planning

Cross-subsidisation of advice leaves pricing power in the hands of a select few institutions....

Funds management

The funds management industry is preparing itself for the next market cycle, with the current mergers and acquisition activity a sign that some are tweaking their busines...

Financial planning

The Macquarie Group has confirmed that it has shut down its wrap platform in the United Kingdom due to what it described as execution challenges and difficult business co...

Funds management

Some of the community anger directed towards the Commonwealth Bank of Australia (CBA) after its Melbourne Cup day rate hike appears to have trickled down to the funds man...

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People & Products

Equity Trustees has strengthened its focus on Western Australia and added resources to New South Wales business development for funds management, with the appointment of ...

Editorial

ANZ reports strong profit but remains low-key on growth in wealth management....

Financial planning

A large proportion of industry super funds have high numbers of relatively small investment mandates, ultimately driving up the cost of investment management for members....

Funds management

The corporate regulator’s moves to tighten the rules for responsible entities of managed investment schemes are positive but don’t address the conflicts of in...

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

Financial planning

Challenger has put forward a so-called five-point restructuring plan for its 25-year-old Howard Mortgage Fund....

Financial planning

BT Financial Group outpaced its peers over the 12 months to 30 June, 2010, commanding the lion’s share of growth in both funds under management and new inflows....

Life/Risk

The need for life insurance continues to grow as Australians continue to fall deeper into personal debt – and insurers owned by Australia’s four major banks will take alm...

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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 5 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. ...

6 days 6 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...

5 days 10 hours ago