INVESTMENT MANAGEMENT

Funds management

Fractional property investment provider DomaCom has boosted its distribution reach to nearly 400 planners after signing with a planning group with more than 70 authorised...

image
Financial planning

Investors who were encouraged to invest in what a Federal Court judge called “a Ponzi scheme” will have to pay 30 per cent of the costs of their financial adviser’s appea...

image
Financial planning

Former investment manager linked to failed superannuation fund Trio Capital, Tony Maher, was sentenced to 25 months jail for financial gain through misleading statements....

image
Funds management

The Australian Social Infrastructure Fund has rebranded to the Folkestone Social Infrastructure Trust for the next phase of growth and development. ...

image
Funds management

Franklin Templeton Investments Australia has appointed two Australian fixed income specialists to its local investment team in a bid to create local absolute return fixed...

image
People & Products

Victorian super fund Vision Super has appointed Michael Wrysch to the newly created chief investment officer role....

image
Funds management

Independent dealer group GPS Wealth has abandoned its former platform-heavy investment model in favour of MDAs. ...

image
Funds management

Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....

image
Superannuation

Transparency of process has been at the heart of SMSF growth, according to Multiport’s Phil La Greca....

image
Funds management

The majority of the investment management industry globally feels ill-equipped to deal with data aggregation requirements....

image
Financial planning

IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....

image
Financial planning

Select Asset Management has launched a range of new services and offerings, incorporating them into a new business - Select Investment Partners....

image
Financial planning

Morningstar investment management unit Ibbotson Associates Australia announced this week it had been selected by Netwealth to undertake manager selection and investment m...

image
Funds management

Morningstar subsidiary Ibbotson Associates Australia will provide investment management, advice and consulting services for $5 billion of Netwealth funds....

image
People & Products

Tyndall Asset Management has appointed Shirley Bowles and Steven Birkett to its newly created sales and marketing division. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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....

4 days 9 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 2 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 ago