FUND MANAGERS

Editorial

The strong Australian economy and better than expected company profits are proving a boon to fund managers, according to the latest InTech Financial Services data....

Financial planning

Three more fund managers - Zurich, Credit Suisse Asset Management and Asgard - have rolled out Term Allocated Pension products just in time for government legislation all...

Financial planning

The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...

Funds management

Asia ex-Japan has become the fastest growing asset management region in the world, and given it houses two of the world’s most populous and rapidly growing economies will...

Financial planning

Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...

Editorial

Web Abstract long compulsory...

Financial planning

The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...

Superannuation

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

Rate the raters

Boutique research house Zenith Investment Partners is ready to take its model to the advisory market. John Wilkinson reports....

Rate the raters

With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....

Financial planning

Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....

Editorial

Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...

Financial planning

The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...

Financial planning

The Australian Securities and Investments Commission is satisfied Australian fund managers are not breaching the Corporations Act through late trading or market timing, d...

Financial planning

The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 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 ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 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...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago