FUND MANAGER

Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

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Financial planning

Specialist natural resource fund manager 90 West Asset Management has flagged making its offering available to a wider range of investors off the back of a positive asses...

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Financial planning

LaSalle Investment Management has added to the property portfolio within its LaSalle Australia Core Plus Fund....

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People & Products

Shaun Thomas has joined Australian Unity Investments (AUI) as business development manager for New South Wales and ACT....

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Financial planning

AMP Capital's Global Direct Property Fund has extended its US property portfolio for the first time since before the Global Financial Crisis....

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Funds management

Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...

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Financial planning

Colonial First State Property Limited intends to use the proceeds of a key Sydney property to pay down debt....

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Editorial

Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...

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Funds management

Concerns investors have about managed funds, such as high costs and low returns, are unfounded, according to wealth management group JB Were....

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Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

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Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

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Financial planning

Financial planning clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...

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Financial planning

Natural resource fund manager 90 West has announced receipt of a significant mandate from an industry super fund....

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Financial planning

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

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Editorial

What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 10 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 13 hours ago