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FUNDS MANAGEMENT
Policy & Regulation
Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...
Editorial
A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...
Funds management
Macquarie Private Portfolio Management's managed accounts have been added to the APLs of more than 30 dealer groups over the past year....
Editorial
As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....
Financial planning
Independent transaction network, Calastone, which launched in Australia in January, has added Investors Mutual Limited to its client list....
Financial planning
Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....
Financial planning
A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...
Financial planning
A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...
Financial planning
The Private Capital Income Fund has received a three-and-a-half star rating from specialist property fund ratings agency SQM Research....
Financial planning
Melbourne-based property funds manager Orchard Funds Management has rebranded to Arena Investment Management, effective immediately....
Financial planning
Melbourne-based property funds manager Orchard Funds Management has rebranded to Arena Investment Management, effective immediately....
People & Products
AMP Capital has added to its Multi-Asset Group with the appointment of Gary Burke to the new role of senior portfolio manager....
People & Products
BetaShares Capital has appointed Vinnie Wadhera as director, portfolio and national account sales....
Financial planning
WHK Group has appointed Mercer to provide investment research support and Macquarie Private Wealth to provide share execution services following a competitive market tend...
Financial planning
Treasury Group has announced an increase in funds under management (FUM) but a decrease in net profit after tax (NPAT) in what it describes as a "difficult year" for fund...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...