INVESTMENT MANAGEMENT

Funds management

A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments....

Funds management

TWC Investment Management has commenced operations, initially offering three funds to wholesale investors and is led by a former Credit Suisse managing director....

Funds management

JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners....

People & Products

Harvey Kalman, who spent over 20 years at Equity Trustees, has joined the board of PAC Capital....

Financial planning

Blurred work/home lives have led to greater overtime and more burnout, but the industry still favours the benefits of a hybrid workplace for the future. ...

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Funds management

IOOF's funds under management, advice and administration increased by $4.2 billion in the third quarter of 2019 despite industry-wide impacts....

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Superannuation

There’s a new kid on the superannuation block with Mercer and Kogan.com announcing this morning that they will together launch a new “no frills, ultra-low fee” super fund...

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Funds management

IOOF Holdings said net inflows in funds under management, administration and advice (FUMA) reached $270 million for the first quarter of 2019....

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Funds management

Women in investment management are “seriously concerned” about the lack of equal treatment and opportunities they face based on their gender, according to the University ...

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People & Products

Investment group Austock has announced key board and management changes ahead of its annual general meeting....

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People & Products

Vanguard has launched a suite of four exchange traded funds that provide access to its diversified portfolio strategies....

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Funds management

Fidelity International has announced plans to introduce a variable management fee model in its active equity capabilities....

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Features

Strong principles and values define the not-for-profit sector, which can sometimes be at odds with the desire to maximise returns. Jeff Sitters discusses bringing togethe...

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Features

Lawrence Lam looks at why compounding should not be overlooked for investors with a long investment horizon during a low growth environment....

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Funds management

Plato Income Maximiser has delivered its maiden results with an accrued income of 1.7 per cent exceeding the benchmark....

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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 3 days ago

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

4 weeks 1 day 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 2 days 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. ...

4 days 22 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...

4 days 2 hours ago