FUND MANAGER

Editorial

There’s zero correlation between the number of pages in an offer document and investment performance. Yep, you can make money from a fat prospectus and lose it on a skinn...

People & Products

Will lead fund manager review process and manage model portfolios and client relationships....

Funds management

Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...

Financial planning

Funds, assets under management, drop by 29 and 34 per cent during the financial year....

Editorial

Following a number of recent liquidity issues, platforms have found themselves in new territory....

Superannuation

A boutique fund manager has teamed up with a financial planning firm and a stockbroker to offer a direct property fund for the self-managed superannuation fund market....

People & Products

Will be responsible for developing new institutional business and growing future prospects in Australia....

Financial planning

Some industry commentators are giving independent platform provider Powerwrap scant chance of success with the scheduled launch of its consolidated wrap offering this mon...

Financial planning

Orchard Funds Management will pay distributions on seven of its funds this month, but a number of its other funds remain suspended and facing financing difficulties....

People & Products

Former Investec acquisition finance head Tim Wilson has been named as the new managing director of Blue Sky Private Equity....

Funds management

Former SAI property head Graham Brewer is part of the launch of new property manager Amici Funds Management....

Financial planning

MMC Contrarian and Valuestream Investment Management have announced that they have entered into a share sale and purchase agreement....

Financial planning

Index fund manager Vanguard has welcomed the release by APRA last week of super research that found essentially that active investment managers usually underperform the b...

Financial planning

The Financial Planning Association has responded to a decision by Association of Independently Owned Financial Planners (AIOFP) not to use its Continuing Education assess...

Financial planning

The Association of Independently Owned Financial Planners has appointed the University of Adelaide as its third party assessor for continuing education points accruing to...

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 2 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks ago