FUND MANAGER

Life/Risk

High upfront insurance commissions result in a dramatic overselling of products to people who cannot afford it, according to former Money Management Financial Planner of ...

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Rate the raters

After a disastrous 2008, fund managers staged a dramatic recovery last year. Chris Kennedy takes a look at fund manager performance in 2009 and the factors that prompted ...

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Editorial

Dominic McCormick explains why it is time to increase the heat on the frozen funds littering the mortgage, high yield, property and hedge fund sectors....

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Funds management

Former Macquarie bank fund manager, Oswyn de Silva, has been restrained after trying to leave Australia in breach of court orders....

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People & Products

Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....

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Financial planning

New evidence has emerged pointing to the seemingly unconventional relationship between the AIOFP and the now defunct fund manager Trio Capital, formerly known as Astarra ...

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Financial planning

Australia will be vulnerable to a second financial crisis if interest rates continue to rise, according to a leading equity strategist....

Funds management

Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...

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Editorial

Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....

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Financial planning

The Association of Independently-Owned Financial Planners (AIOFP) is lobbying key regulatory and administrative stakeholders over the management of now defunct fund manag...

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Funds management

The right fund manager with a good skills set should be the priority before the concentration of a fund is considered, according to Standard & Poor's....

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People & Products

van Eyk Research has appointed Chris Bigg and Ming Chen as senior investment analyst and investment analyst, respectively....

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Financial planning

Westpac-owned boutique funds management incubator Ascalon Capital Managers has acquired another 15 per cent stake in absolute return fund manager H3 Global Advisors, incr...

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Financial planning

More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....

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Editorial

Tom Collins argues the introduction of a fiduciary duty for financial advisers is overdue. ...

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

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

3 months 1 week ago

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

5 months 1 week ago

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

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 2 days ago