FUND MANAGER

Financial planning

Investment research house van Eyk has launched a new product - a tactical asset allocation tool for advisers as part of the release of the latest version of its online po...

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Financial planning

Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...

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Financial planning

In meeting their best interest duty, Russell Investments director of client investment strategies Scott Fletcher said financial advisers might have to go beyond third par...

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Funds management

As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...

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Funds management

Illiquidity within global capital markets is continuing to stifle inflows into real estate private equity funds, according to Ernst & Young....

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Editorial

van Eyk's Jonathan Ramsay gives investors some tips for determining whether a fund manager will outperform....

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Funds management

Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...

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Funds management

Australian fund manager LM Investment Management is conducting due diligence with two offshore real estate private equity funds in a deal worth $1 billion....

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Editorial

Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....

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Financial planning

AMP and Sunsuper have announced a new office project on the edge of the Brisbane CBD....

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Financial planning

A number of the ASIC's proposals for conflicted remuneration payments are claimed to be inconsistent with current financial services law and have little to do with the pr...

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Funds management

Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....

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Financial planning

The number of disputes relating to investments taken to FOS in the 2011-12 financial year dropped by 13 per cent on the previous year....

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Funds management

Investment strategies for Australian institutional investors posted mostly positive results for the September quarter spurred on by a strong local share market....

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Superannuation

Uncertainty is driving short-termism among fund managers and has cast doubt on the viability of growth from underlying structural trends, according to Nicky Stafford, por...

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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 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago