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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

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

6 months 2 weeks 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. ...

1 week 4 days ago

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

3 days 8 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 12 hours ago