FUND MANAGERS

Financial planning

There are a number of anomalies that you come across when you examine the op-eration of the Australian superannuation system. ...

Financial planning

Fund managers have been facing an uphill battle in getting investors to recognise the attractiveness of annuity products that include growth assets....

Financial planning

The Australian Securities and Investments Commission (ASIC) has made final stop or-ders on the prospectuses for the The Oil Fields Project 4 and The Great Forests 1999 Pr...

Financial planning

“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...

Funds management

Proposed changes to the All Ordinaries Index will allow better comparisons of fund managers and their claimed styles, according to industry pundits....

Financial planning

“How deeply entrenched are soft dollar commissions in the financial services industry?”...

Financial planning

Despite a brief hiatus, demand for back office services from financial services organisations looks set to boom. Samantha Walker discovers why....

Funds management

Macquarie Investment Management is to open up its private equity fund of funds MAIT (Macquarie Alternative Investment Trust) to retail in-vestors for the first time in ea...

Funds management

Fund managers must have the right people running their outsourcing services if they want to maintain their distribution relationships with financial planners. "Financial...

Financial planning

A cheaper way of reaching rural advisers around Australia has been launched by AM Corporation with its Internet conferencing service. The service, claimed to be a first f...

Financial planning

The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...

Financial planning

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Financial planning

A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Managing Investments Act (MIA), accordin...

Funds management

This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...

Financial planning

In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...

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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 4 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 7 hours ago