FUNDS MANAGEMENT

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...

image
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...

image
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. ...

image
Funds management

Listed group Trinity Limited is selling half of its wholesale funds management business as it seeks to reduce its debt levels....

image
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....

image
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....

image
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...

image
People & Products

Trinity Funds Management Limited has appointed an independent chairman and is expected to appoint two further independent directors....

Financial planning

The board of MMC Contrarian remains resistant to an on-market take-over bid by Guinness Peat Group....

Financial planning

There is an opportunity for 10 per cent to 15 per cent of active mortgage brokers to break into the financial planning world....

image
Financial planning

AUI considers product development under the LifePlan banner....

People & Products

Following the surprise news of Tim Gunning's departure from Commonwealth Financial Planning, Ord Minnett has announced Gunning as its new chief executive....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago