FUND MANAGER

Financial planning

A new West Australian winery investment scheme is hoping to create an adult theme park to benefit from the growing tourism push in the Margaret River area south of Perth....

Financial planning

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

Financial planning

County Investment Management has returned to the retail market after an absence of two and a half years....

Financial planning

Former Frank Russell Australia managing director Meredith Brooks has been awarded Actuary of the Year by the Institute of Actuaries of Australia (IAA)....

Financial planning

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

Financial planning

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

Financial planning

It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....

Funds management

Coastal Capital has become one of a growing number of fund managers marketing hedge funds to retail investors....

Financial planning

Buying a large dealer group like RetireInvest is not all beer and skittles....

Financial planning

Australia’s three-year old fund manager – Ausbil Partners - has changed its name to Ausbil Dexia to better reflect its links to European banking group Dexia....

Financial planning

Switzerland-based fund manager SAM Group has produced the world’s first index for ethical investments....

Financial planning

Fund manager, Armstrong Jones (AJ) has continued its incredible run in one of the New Zealand industry's top awards programs, racking up the Morningstar Fund Manager of t...

Funds management

BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature....

Financial planning

The National, soon to be Australia’s third biggest fund manager, has taken top spot in inflow of funds for the three months to the end of March....

Financial planning

Following the enormous success of its global technology fund, Colonial First State is to about launch the Global Health and Biotechnology fund....

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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