FUNDS MANAGEMENT

INDUSTRY NEWS

New research suggests Aussie investors are increasing their exposure to global equities, but their appetite seems to be moving from East to West. ...

INDUSTRY NEWS

Perpetual has completed the revamp of its portfolio wrap service, which forms part of the company’s Transformation 2015 program as it seeks to reduce costs. ...

INDUSTRY NEWS

Selfwealth has partnered with Infinitas Asset Management to give its subscribers access to market and fund manager performance for not-for-profit backed portfolios....

INDUSTRY NEWS

New US research points to growth in self-directed investment and how firms are positioning themselves....

INDUSTRY NEWS

The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....

INDUSTRY NEWS

Dalton Nicol Reid has welcomed the regulator’s consultative review of the growing managed discretionary account sector....

INDUSTRY NEWS

Australians who lost money investing in the now-collapsed LM First Mortgage Income Fund have limited opportunity to recoup losses due to bad advice, Slater & Gordon has w...

INDUSTRY NEWS

There is a clear desire from Australian investors for more fixed income products – and emerging market debt (EMD) strategies could help to meet this demand, according to ...

INDUSTRY NEWS

ASIC has released a consultation paper that aligns with international standards on risk management for the managed funds sector, it said....

INDUSTRY NEWS

The directors of LM Investment Management have appointed John Park and Ginette Muller of FTI Consulting as voluntary administrators....

INDUSTRY NEWS

Income-producing investment products are returning almost 3 per cent less per annum than what is currently anticipated by Australian investors, according to new figures f...

INDUSTRY NEWS

Inflows into retail managed funds were up by $20 billion in the December quarter of 2012, according to Plan for Life....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
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