MANAGED INVESTMENTS

Funds management

Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO....

Financial planning

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....

Financial planning

The FSC and SIAA have recommended against major changes to the income or product values for the sophisticated investor test, despite a spike in eligible investors, as the...

Funds management

WTW has expanded its Australian investments business with the acquisition of the management rights to two funds from NSW-based advice business, Profile Financial Services...

Funds management

Morgan Stanley has joined Jefferies in being named as one of the banks that advised investors who have lost up to 40 per cent of their money in Carl Icahn’s NASDAQ-listed...

Funds management

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...

People & Products

Crestone Wealth Management has appointed two new hires to its investment products and services team. ...

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Funds management

Institutional investors who wish to maximise the benefits of factor investing should make their allocation decisions in terms of risk factors, according to EDHEC-Risk Ins...

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Funds management

The Perennial Microcap Opportunities Trust was added to the Macquarie Wrap platform, as well as to BT platforms, BT Panorama, BT Wrap and Asgard....

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Funds management

Top European performing funds with UK exposure have produced better returns than 94 per cent of Australia’s managed funds over five years. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 3 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....

1 week 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago