INVESTMENT MANAGER

Financial planning

Suncorp, which has the largest insurance market share in Queensland, is likely to be worst hit following the state’s flood disaster, with claims estimated to cost t...

Policy & Regulation

Changes to the income tax treatment of the investment income of foreign funds will provide tax certainty for foreign investors investing in Australian managed funds, acco...

Financial planning

In the wake of former Astarra Asset Management investment manager Shawn Richard pleading guilty to taking more than $6.4 million in undisclosed payments, the details of o...

image
Financial planning

The Hong Kong-based businessman named at the centre of the Astarra collapse, Jack Flader, has denied substantial involvement....

image
Financial planning

The details of one of Australia’s most substantial cases of investment fraud have been laid bare....

image
Financial planning

Astarra investment manager Shawn Richard banned from financial services for life after pleading guilty to dishonest conduct....

Editorial

Dominic McCormick explains that when it comes to investing, the process is much less important than the character traits and the experience of the investment managers who...

image
Financial planning

Australian fund managers believe the Australian share market is no longer overvalued, according to a Russell survey....

Editorial

Dominic McCormick takes a look at alternative investments and what they mean for investors....

image
Financial planning

Advisers have been asked to consider the benefits of supporting fund managers who put their money where their mouth is....

Financial planning

Century Australia Investments has replaced fund manager 452 Capital with ‘substantially’ cheaper Perennial Value Management....

Financial planning

Century Australia Investments has replaced fund manager 452 Capital with ‘substantially’ cheaper Perennial Value Management....

Financial planning

Century Australia Investments has replaced fund manager 452 Capital with ‘substantially’ cheaper Perennial Value Management....

Financial planning

A number of financial planning firms have made claims regarding outstanding commission payments they believe they are owed for recommending Trio Capital products – which ...

Financial planning

Colonial First State will replace troubled boutique fund manager 452 Capital with Paul Fiani’s Integrity Asset Management and its own CFS Global Asset Management....

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....

5 days 3 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 3 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 1 day ago