FUNDS MANAGEMENT

People & Products

Bennelong Funds Management has announced that Craig Bingham will assume the position of chief executive from 20 October....

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Financial planning

ASIC has recommended that institutionally-aligned advisers be labelled as “restricted advice’ businesses and provide statements about limited product advice....

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Financial planning

AWI declares van Eyk Research to be no longer a strategic asset and that it no longer has aspirations to move to control....

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Editorial

Boutique fund managers bring a more focused approach to investment management, but they also face many challenges, writes Nicholas O’Donoghue....

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Funds management

Fund managers producing consistent levels of outperformance are hard to find with only two per cent producing a regular average of 2.5 per cent above benchmark....

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Funds management

Big van Eyk shareholder, AWI, says its monitoring how the research house handles the supsension of redemptions on four of its Blueprint funds....

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Funds management

The median Australian share fund manager marginally underperformed the benchmark last month, with materials continuing to prove the standout sector, according to Mornings...

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Top 100

Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...

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Superannuation

Industry fund CareSuper has partnered with accounting group Crowe Horwath to help facilitate exits from SMSFs....

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Financial planning

Treasury Group announces merger transaction with US-based multi-boutique, Northern Lights....

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Superannuation

The FSC and industry funds are again at loggerheads over how default superannuation funds should be selected....

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Financial planning

K2 cuts it with Asia-based competitors to win key award....

Financial planning

Australian Capital Property launches property offering....

Superannuation

Publicly-listed MDS Financal Group moves to acquire Sequoia Financial Group....

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Financial planning

NAB confirms to ASX it is looking at options for the future operation of NAB Asset Servicing....

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MARKET INSIGHTS

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

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 1 hour ago