FUND MANAGERS

Financial planning

ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...

Financial planning

Praemium Portfolio Services has struck a deal with InvestmentLink to offer advisers consolidated reporting and online transactions across all platforms and fund managers....

People & Products

Research house Assirt has signed former Colonial First State manager for institutional account management, Mark Hyde, as business development manager to head up its exter...

Funds management

Fund managers remain cautious in their outlook for investment markets this year despite rising levels of confidence stemming from the turnaround in equity market performa...

Financial planning

“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...

Financial planning

A raft of high profile financial planners and industry figures have launched a scathing attack on the funds management industry for a list of deficiencies they say are a ...

Editorial

Financial forecasting is so often wrong, says Robert Keavney, that it is about as useful as reading tea leaves....

Financial planning

The funds management industry has come under further attack with more leading industry commentators slamming fund products they claim are being designed for a small profi...

Financial planning

Aurora Funds Management has struck a distribution deal with van Eyk Research and White Funds Management (WFM) less than three weeks after launching Aurora Distribution – ...

Funds management

The funds management industry has been lambasted for its “uninspiring” lack of product innovation - a situation if not righted that will push more and more clients into d...

Funds management

New research from Melbourne-based Property Investment Research has shown a sustained structural shift towards unlisted property fund managers, which will lead to a furthe...

Financial planning

Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...

Financial planning

It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...

Financial planning

As Nick Bruining’s career on the Financial Planning Association (FPA) board draws to a close, he reveals its deepest, darkest secrets…...

Financial planning

With more and more platforms flooding the market, it seems our Top 100 Dealer Groups just can’t make up their minds about which one they prefer....

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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 4 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