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Fund managers have not had to articulate their own value proposition for some time according to the new head of Nikko Asset Management Australia but the market can expect...

Funds management • 9 June 2015

Welcome to the second edition of Money Management’s Funds Management newsletter, a new weekly initiative that focuses on the investment side of the financial services sec...

Funds management • 9 June 2015

Three quarters of surveyed investors are looking to invest their next dollar equities with top sector choices of healthcare, technology, and energy....

Financial planning • 9 June 2015

The level of funds under management and the products offered in the ETF sector have continued to power on creating 16 months of uninterrupted growth and a record total FU...

Funds management • 9 June 2015

Advisers need to ensure the products they recommend fit their clients’ needs, ratings house, Lonsec, believes....

Financial planning • 9 June 2015

With transformation around financial advice underway the AFA and Sunsuper have partnered to help advisers challenge their thinking on consumer behaviour and financial dec...

Financial planning • 9 June 2015

Asset managers are mechanistically relying on external credit ratings when making investment decisions, which could result in forced sales during downgrades....

Funds management • 9 June 2015

The financial advice industry needs to focus on the future rather than looking only at the past and present, and tailoring advice to every customer should be front and ce...

Financial planning • 9 June 2015

Superannuation fund executives are considering ditching their funds’ TPD offerings as lawyers increasingly enter the fray....

Superannuation • 9 June 2015

ASIC has banned the promoter of a fund that has never existed from providing financial services for four years....

Funds management • 9 June 2015

Dexus joins with Diners Club to offer tenants a rewards bases rental payment option....

People & Products • 10 June 2015

Orient Capital launches new app based off its investor relations management platform, miraqle....

People & Products • 10 June 2015

Grant Samuel Funds Management has created a new role aimed at its extending its reach into the institutional market....

People & Products • 10 June 2015

Mutual Trust makes key appointments to extend wealth and taxation divisions hiring long-serving industry experts. ...

People & Products • 10 June 2015

SG Hiscock adds former Goldman Sachs senior executive as its new head of research to its SGH20 team....

People & Products • 10 June 2015

Bennelong names second new appointment in a month hiring a new institutional director of distribution....

People & Products • 10 June 2015

The Federal Budget’s focus on small business boosted business confidence by 9.6 points in May but confidence levels remain volatile and dependent on events....

Financial planning • 10 June 2015

Australian asset managers are expected to increase their offshore distribution thanks to easier global distribution vehicles such as the UCITS....

Funds management • 10 June 2015

The managed funds sector has grown by seven per cent in the March quarter adding $115 billion across the board, with retail funds management growing by more than $5 billi...

Funds management • 10 June 2015

YBR claims planning ripe for disruption and launches robo-advice service aimed at entry level advice...

Financial planning • 10 June 2015
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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. ...

1 week 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 3 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 3 days ago
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