INVESTMENT MANAGER

Financial planning

Premium Investors' board has advised its shareholders that proposals from a number of Dixon Advisory clients to replace its existing board and amend the company constitut...

People & Products

Dixon Advisory is seeking the appointment of Dixon employees to the Premium Investors board; shareholders asked to amend constitution to allow share buy-back or wind-up o...

Financial planning

Five of the Credit Suisse international equities funds acquired by Aberdeen Asset Management have had their ratings reinstated....

Financial planning

Former Morgan Stanley portfolio manager will launch a new investment management company to run fund....

Financial planning

Everest Financial Group to wind down around 50 per cent of its funds following the completion of a review that began last October....

Superannuation

CRAIG DAY considers whether trustees of an SMSF can intentionally acquire a residential property from a related party of the fund....

image
Financial planning

While the IMA space has long been the domain of larger players, financial planners will be able to offer clients access to customised portfolios through a new platform, w...

Financial planning

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

image
Financial planning

The prudential regulator last week sent a letter to super fund trustees outlining its expectations on unlisted asset valuations, while also listing "unacceptable practice...

image
Financial planning

Well known agribusiness investment manager Timbercorp has until May 1 to convince its lenders to extend its loan facilities, or come up with an alternative solution to it...

image
Financial planning

Wilson HTM builds funds under management and market presence via the acquisition of Next Financial - something that prompts Deutsche Bank to lift its shareholding. ...

image
People & Products

An increasing demand for FIIG’s fixed income services has seen FIIG Securities announce the appointment of Paul Gray to the position of head of private client services....

image
Editorial

Technology change is now driving the life insurance market in significant ways and applying for life insurance is easier than ever for advisers and their customers....

Financial planning

Wilson HTM aims to expand footprint through acquisition....

People & Products

Nick Basile appointed investment director within direct asset management....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago