FUND MANAGER

Financial planning

With submissions being considered by ASIC, it is essential that the financial services industry understands the potential ramifications of removing the current pay-for-ra...

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Funds management

A former director of fund manager Sovereign MF has been banned from providing financial services for four years....

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Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

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Financial planning

Tyndall Asset Management has added an alternate asset class product to its offering via fund manager Causeway Asset Management....

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Financial planning

Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...

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Financial planning

Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....

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Funds management

Tyndall AM has expanded its investment classes as it is joined by Causeway Asset Management, which specialises in alternative asset classes....

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Editorial

It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...

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Funds management

TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...

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Funds management

Cyre Trilogy Group has accused APGF of diverting unit-holders' attention away from Cyre's bid to take over four property trusts by launching an unsuccessful proposal to s...

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Funds management

Schroder Investment Management will keep wearing its crown for at least another year after the company took out the Money Management/Lonsec Fund Manager of the Year title...

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Financial planning

Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...

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Funds management

AMP Capital collaborated with parent brand AMP as well as senior stakeholders and research agencies to revitalise their brand and take out Money Management’s Marketing Te...

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Funds management

Offered exclusively through the Macquarie Professional Series, the Winton Global Alpha Fund has once again been awarded the Money Management/Lonsec Fund Manager of the Ye...

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Funds management

BT Investment Management has leveraged the input of more than 30 investment analysts to take out the ethical/socially responsible investment category in this year’s Money...

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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 4 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