POWERED BY MOMENTUM MEDIA
FUNDS MANAGEMENT
Editorial
The criticisms increasingly levelled against ratings houses are often unfair and symptomatic of failings in the way their research is interpreted and applied, writes Mike...
Financial planning
Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....
Financial planning
Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...
Financial planning
Macquarie Funds Group has taken a majority stake in real estate funds manager Rismark, with a Macquarie executive being appointed as chairman....
Editorial
This time we need to be fair dinkum about managed investment scheme change, writes Anthony Abraham. ...
Editorial
In a speech addressing the Agribusiness Association of Australia, David Bryant explains why tax-effective managed investment funds are fundamentally flawed and pose a sig...
Financial planning
The lack of clarity about the Future of Financial Advice reforms may be hampering investment in processes and infrastructure, but it hasn't necessarily affected growth, a...
Financial planning
A key point of concern about the Future of Financial Advice reforms is its sheer size, according to FPA acting chief executive Deen Sanders. ...
Funds management
Listed group Trinity Limited is selling half of its wholesale funds management business as it seeks to reduce its debt levels....
People & Products
Diversa recruits Vincent Parrott as head of funds management....
Financial planning
Elders Forestry MIS will this year feature an attached forestry protection fund as an added failsafe against adverse financial events....
Editorial
Queensland-based group Trinity is claiming it has turned a corner despite reporting a $38 million loss for the six months to the end of December....
Policy & Regulation
The Minister for Financial Services, Chris Bowen, has signalled the likelihood of further tax changes impacting investment and funds management in the Federal Budget....
Financial planning
Treasury Group is acquiring Souls Funds Management, adding the specialist small cap manager to the existing stable of boutique asset managers in which it has equity....
Financial planning
The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....