FUND MANAGER

Financial planning

The NSW Court of Appeal has rejected a bid by three of Perennial’s directors to extract a multi-million dollar loss of control payment from IOOF. ...

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Financial planning

Manny Pohl has launched a long only, high conviction, growth style equity fund via his newly-formed EC Pohl & Co....

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Editorial

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

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Rate the raters

Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...

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Funds management

Altair Asset Management has launched its Australian equities business, with former Hunter Hall principal Philip Parker taking on the role of managing director and chief i...

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Editorial

A boutique fund manager won this year’s Money Management/Lonsec Fund Manager of the Year award. Is this a reflection of the way the market is behaving and the nature of t...

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Superannuation

Domestic growth assets recorded poor results in May this year, according to Morningstar's Australian Institutional Sector Survey....

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Funds management

Australian Super reveals it will be paying $500 million in fees to external managers around the time it reaches $100 billion in AUM....

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Superannuation

When it comes to Australian equities, small and medium-sized companies are likely to perform better than their large-cap counterparts, according to fund manager Hyperion ...

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Funds management

Plato’s Australian Shares Income Fund has won the Lonsec/Money Management’s Fund Manager of the Year Award for best Retirement Product Innovation for 2013. ...

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Financial planning

Fund manager Legg Mason has picked up key mandates in partnership with IOOF....

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Editorial

As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...

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Financial planning

Merrill Lynch Equities (Australia) has been fined $120,000 by the Markets Disciplinary Panel (MDP) for not ensuring that it had in place organisational and technical reso...

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Funds management

Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...

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Superannuation

An ASFA submission has confirmed the degree to which super funds are evolving to meet the retail market....

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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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 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....

3 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....

3 weeks 6 days ago