US mutual funds will have some more work to do as part of their roll out in re-sponse to the capital gains tax (CGT) provisions incorporated in the Ralph Review....

ASSIRT has made an aggressive play in the research market with the introduction of star ratings for managed funds....

Three agricultural investment schemes and a feature movie proposal, totalling almost $2 million in investments, have been stopped by the ASIC in the last four weeks....

Former Tower Life executive Bill Wawn has taken on the second in command post at BT Portfolio Services....

While others dealer groups have been snapped up by big institutions, Count Wealth Accountants, Australia’s largest independent financial planning group, looks set to floa...

"I can calculate the motions of the heavenly bodies, but not the madness of people." Sir Isaac Newton, losing investor in the South Sea bubble. One suspects that Sir Isaa...

AM Corporation and William M Mercer have pulled the plug on their $130 million joint venture master trust and $105 million fund set up in June 1996....

A solid performance over the past four years has culminated in a $203 million net profit in the year to June 30 for Perpetual Trustees....

More than $3.4 billion in superannuation has been lost by Australians, with the amount held in unclaimed accounts growing by more than $1 billion a year....

A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....

Fund managers and financial planners are not servicing high net worth clients ef-fectively and fail to meet their needs according to a Melbourne planner and portfo-lio ma...