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....

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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....

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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...

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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....

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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....

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Financial planning

Recently resigned Commonwealth Financial Planning head Tim Gunning is take on the role of chief executive of Ord Minett at the beginning of next month. ...

Superannuation

MAP focusing on right mix of active equity managers in preparation for future market environment....

Editorial

Embattled property funds management group Trinity has posted an after-tax net loss of $226 million for the financial year to June 30, down from a net profit of $34.5 mill...

People & Products

Brett Heading and Chris Morton to take on chairman and managing director roles respectively as the group undergoes renewal....

Financial planning

The Victorian Government has launched another campaign aimed at attracting financial services companies to the state....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago