FUND MANAGER

Financial planning

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

Financial planning

Everest Financial Group to wind down around 50 per cent of its funds following the completion of a review that began last October....

Funds management

The Australian funds management industry came together in May 2009 to recognise excellence in financial services with more than 300 guests attending the 22nd Money Manage...

Funds management

Integrity Investment Management may be a relative newcomer to the Australian equities space, but its team of managers is anything but inexperienced. ...

Funds management

The process Lonsec implemented to select the winners for each category consisted of three components. ...

Financial planning

Schroders Investment Management crowned the 2009 Money Management/Lonsec Fund Manager of the Year...

Financial planning

Schroders Investment Management named Fund Manager of the Year at the 2009 Money Management/Lonsec Fund Manager of the Year Awards....

Financial planning

Opis Capital has rebranded to ensure it is not tainted by similarly-named financial services organisations....

Financial planning

Despite the scepticism, gold has a role to play in investment portfolios, writes DOMINIC McCORMICK...

Financial planning

National Money Management BDM of the Year award winner to be announced at the Fund Manager of the Year awards on May 14....

Financial planning

Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER ...

People & Products

Brisbane-based funds management and administration company DDH Graham has assumed the role of responsible entity of the Investment Access Funds of Q Invest, the financial...

Financial planning

Commonwealth Property Office Fund and CFS Retail Property Trust decline 11.9 per cent and 3.7 per cent respectively over three-month period....

Financial planning

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

Financial planning

Fund manager unable to find solution to redemptions freeze....

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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