INVESTMENT MANAGER

Funds management

BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...

Financial planning

The Australian Prudential Regulation Authority (APRA) and the Australian Securities and Investments Commission (ASIC) have accepted enforceable undertakings from AM Corpo...

People & Products

Boutique investment manager Perennial Investment Partners has appointed former Invesco head of operations Lewis Bearman into the same role with the predominantly value-st...

Financial planning

The distinction between value and growth fund managers has blurred in the domestic market and investors are now reluctant to pay a premium for future growth as their appe...

Funds management

BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...

Financial planning

With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...

Financial planning

The Australian Prudential Regulation Authority (APRA) has disqualified another former Commercial Nominees of Australia Ltd (CNAL) director from acting as a responsible of...

Financial planning

Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....

Financial planning

Hunter Hall Investment Management has undergone a staff reshuffle with the appointment of a new chief investment officer and the resignation of one investment analyst and...

People & Products

Global investment firm, The Russell Investment Group, has added an additional investment manager to both the Russell Australian Property Securities Fund and the hedged Ru...

Financial planning

A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...

Financial planning

In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....

Funds management

Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...

Editorial

The promise of positive returns in an otherwise dour investment climate could help advisers overcome their fear of agribusiness schemes. John Wilkinson reports....

Editorial

We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago