FUND MANAGER

Financial planning

Sirius Funds Management has branded BT Wrap as lacking in transparency and accused it of failing to divulge client information. ...

Financial planning

PM Capital’s Emerging Asia Fund gains inclusion on another platform....

Funds management

Treasury Group takes equity stake in former Macquarie Group private equity funds management business....

Financial planning

Fund manager WaveStone Capital has launched a new product - the WaveStone Wholesale Australian Share Fund....

Financial planning

T. Rowe Price has moved to extend its capabilities in the institutional space in Australia and New Zealand via the appointment of a senior institutional sales and relatio...

Editorial

Socially responsible investing is more complex than simply distinguishing ‘good’ companies from ‘bad’ companies, writes Bruce Smith. ...

Financial planning

Money Management has announced the finalists for one of its flagship awards for 2014, BDM of the year....

People & Products

Fund manager Legg Mason has recruited a senior JP Morgan staffer to become its director of sales....

Editorial

For investors looking for a consistent income stream that grows over time, global equity income has the fundamentals covered, writes Stephen Thornber. ...

Financial planning

Finalists in the Money Management/Lonsec Fund Manager of the Year awards have been announced....

Superannuation

Global equities make up only a small proportion of total self-managed super fund (SMSF) assets and investors are “missing the boat”, according to Insync Fund Managers....

People & Products

Brisbane-based fund manager Blue Sky Alternative Investments has acquired hedge fund manager Investment Science....

Financial planning

Fund manager Insync makes strategies hires, including BDM....

Financial planning

The clarification around grandfathering has resulted in the sale of financial services businesses climbing rapidly....

Financial planning

Nominations for the Money Management 2014 BDM of the Year award are now open....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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