FUND MANAGERS

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....

Funds management

Fund managers rolling out tech funds couldn’t have picked a worse time....

Funds management

Most fund managers have walked away virtually unscathed from the carnage brought about by the fall in technology stocks last month....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
moneymanagement logo