FUND MANAGERS

Financial planning

AFM launches online tool intended simplify managed fund application processes. ...

Financial planning

Fund managers and superannuation funds will be required to make changes in the reporting of taxation that will be comparable in scope with those made for SuperStream unde...

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Rate the raters

While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...

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Rate the raters

While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...

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Funds management

Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....

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Editorial

Long-held skepticism about the performance of ethical funds appears to be unfounded. Why then, are the funds still slow to gain traction, asks Nicholas O’Donoghue....

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Financial planning

The FSC said Australian funds managers will gain cross-border access, and the financial services sector will benefit from the Japan Australia Economic Partnership Agreeme...

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Financial planning

Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....

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Funds management

THE process Lonsec implemented to select the winners for each award category is consistent with last year's process and consisted of three primary components....

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Funds management

The finesse of an experienced investment team can be the difference between outperforming and underperforming, even in tough market circumstances. ...

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Funds management

Fund managers should focus on investing in stocks they are confident in instead of hedging their bets through diversification strategies, an academic believes....

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Funds management

Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...

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Financial planning

OneVue undertakes rebrand with new logo and extended services....

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Funds management

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

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Superannuation

Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....

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PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 hour ago
Anon

Would love if ASIC provided results to the individuals who sat the exam first... still waiting... ...

2 hours ago
Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago