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FUNDS MANAGEMENT
Funds management
The emergence of new boutique replicas within the safety of institutional structures mean fund managers can enjoy the benefits of boutiques without the headaches. Lucinda...
Financial planning
The past 12 months have proven challenging for most fund managers, with above-index returns eluding most of the sector. Ashleigh McIntyre reports....
Financial planning
Researcher Standard & Poor's has announced ratings on the Perennial Growth Australian Shares funds will remain unchanged following the fund manager’s announcement that re...
People & Products
Wilson HTM chief executive David Groth has stepped down after a year in the role, sparking a major reshuffle at the group....
Superannuation
Shorten tells SPAA conference the Government is committed to lifting concessional caps but rules out getting rid of them....
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...
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....
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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...