FUND MANAGERS

Financial planning

Super funds, accountants and the Internet are making life pretty interesting for financial planners at the moment. But while it may be interesting for advisers, <B>Tom Co...

Financial planning

The Internet and technology represent the biggest change in the managed investments indus-try, yet there is still hardly any real business being transacted via the medium...

Life/Risk

The future of Australia’s life insurance industry may be in serious doubt, following a dark skies forecast from former AMP Financial Services managing director Ray Greens...

Financial planning

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

Financial planning

Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....

Financial planning

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

Funds management

Coastal Capital has become one of a growing number of fund managers marketing hedge funds to retail investors....

Financial planning

Electronic offer documents for investments will offer advisors, investors and fund managers with a number of efficiencies once the Financial Services Reform Bill (CLERP 6...

Financial planning

Q: Is you business ready for GST? After much confusion, deliberation and consultation we decided to tackle the GST on two levels, one for clients and the other for our bu...

Financial planning

Dear Sir, After reading your front page article, entitled “Fund managers strike out” by Jason Spits (Money Management, May 11), we felt compelled to respond in order to p...

Financial planning

The recent explosion of the Internet and the growth of online trading present two faces of new technology, according to Chifley Financial Services product management and ...

Financial planning

An industry wide numbering system for advisers is a step closer to fruition following the creation of a working group within the Investment and Financial Services Associa...

Financial planning

Permanent Trustee appears to be suffering from structural changes in the financial services busi-ness, recording a 74 per cent decline in net profit for the six months to...

Financial planning

The recent flurry of activity among Australia’s online brokers mirrors the price war which hit the US online broking market about three years ago. Stuart Engel examines a...

Financial planning

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago