FUND MANAGERS

People & Products

Pinnacle Investment Management has appointed Alex Ihlenfeldt to the role of chief operating officer (COO) as the firm expands its capacity and grows its third party distr...

Financial planning

Equity Trustees restructures to better accommodate responsible entity issues....

Financial planning

Increased turnover is expected in financial services as specialists take their bonuses and run....

Editorial

China leads the field when it comes to emerging markets, but there are some attractive alternatives in the sector. Benjamin Levy reports....

Funds management

A law firm has initiated a class action against the agricultural manufacturer, Nufarm, backed by fund managers and super funds....

Funds management

An overwhelming majority of the total new Australian managed funds launched in 2010 were not new investment strategies, according to research house Morningstar....

Funds management

International asset manager Threadneedle has attracted fund managers from Goldman Sachs and Aberdeen Asset Management to join its global emerging markets equities and fix...

Financial planning

New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...

Editorial

Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....

Superannuation

Fund managers should start shifting their approach to considering what investors need rather than carving up the market when developing products, according to Legg Mason ...

Financial planning

Aberdeen’s Stuart James claims benchmarking can leave investors short on handy exposures....

Editorial

Dominic McCormick explains that when it comes to investing, the process is much less important than the character traits and the experience of the investment managers who...

Financial planning

The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...

Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

Financial planning

Fund managers, super funds and other financial services organisations still have a long way to go before they rebuild the investor trust they lost during the global finan...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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