FUNDS MANAGEMENT

Policy & Regulation

The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...

Editorial

The good times keep rolling for Macquarie Bank which, thanks to improved market conditions and an active merger and acquisitions climate, today announced a 17 per cent in...

Financial planning

St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management to bring the number of boutique fund mana...

Financial planning

The Australian Securities and Investments Commission has swooped on former authorised representatives of a funds management and stockbroking group after learning that ill...

Financial planning

Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...

Financial planning

John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...

Editorial

The Commonwealth Bank of Australia has attributed its 28 per cent rise in net profit for the financial year just ended to resurgent equity markets, improved general and l...

Financial planning

The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...

Financial planning

Macquarie Bank today announced the formation of a new funding vehicle for group subsidiaries not directly linked to its banking operations in response to new legislation ...

Financial planning

International Mezzanine Funds Management has recruited two former Challenger executives including former managed investments director Martin Ashe as its new managing dire...

Financial planning

Barclays Global Investors Australia has moved swiftly by appointing internal staffer Tim Bradbury to replace its adviser services director Michael Ohlsson, who resigned l...

People & Products

BT New Zealand (BTNZ) has filled its recently vacated chief executive role with the appointment of the group’s Australian subsidiary head of wrap, Mark Smith, into the po...

Financial planning

In only its second year, the Money Management/Tribeca Communications Business Development Manager (BDM) of the Year Award has attracted enormous interest from the industr...

Editorial

LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....

Funds management

Daring to be different can pay dividends for boutique managers, but there is no easy formula for success, FREYA PURNELL discovers....

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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....

6 days 16 hours 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 4 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 2 days ago