FUND MANAGER

Financial planning

ING re-opened its small companies fund to retail investors yesterday following a 20 per cent drop in funds under management since the fund closed to avoid potential capac...

Financial planning

Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...

Financial planning

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Financial planning

Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...

Financial planning

Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...

People & Products

Melbourne-based boutique property fund manager SG Hiscock has launched a domestic equities investment division and hired former HSBC Asset Management head of Australian e...

Financial planning

Australian Unity director and head of funds management John Linehan is set to leave the group in mid-September, to be replaced by a yet-to-be-named successor who will be ...

Financial planning

A robust market with an appetite for boutiques has aided listed financial services firm Treasury Group to double funds under management for the year ending June 30, and i...

Financial planning

The Commonwealth Bank of Australia has appointed Coin Software and van Eyk Research as part of its extensive advice model review....

Financial planning

Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...

Financial planning

Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....

Financial planning

Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...

Financial planning

John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...

Financial planning

Hamish Trumbull provides an overview of alternative products that provide investors with access to Australian equities....

Superannuation

Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

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....

6 days 21 hours 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 ago

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

1 week 5 days ago