FUNDS MANAGEMENT INDUSTRY

Financial planning

Asia’s funds management industry strongly endorses the proposed development of an ‘Asia Funds Passport’, which would allow Australia to gain access to i...

Financial planning

A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...

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Life/Risk

The need for life insurance continues to grow as Australians continue to fall deeper into personal debt – and insurers owned by Australia’s four major banks will take alm...

People & Products

GMO has appointed Geoff Wells as head of Australian equities effective February 5, 2010. He will replace Rick Suvak, who is leaving the company....

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Financial planning

Having proven itself resilient, it is time for the Australian funds management industry to take its skills and experience to the world, writes John Brogden....

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Policy & Regulation

Draft legislation on the tax treatment of managed investment trusts disposals will ensure Australia's tax regime remains competitive in attracting foreign funds, accordin...

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Financial planning

Pelorus Property Group has acquired control of the Reed Property Trust in a transaction worth $1.15 million....

Funds management

As recent events have made abundantly clear, no one is immune to the global financial crisis – regardless of reputation, size or previous long-standing success....

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Funds management

Global financial crisis is accelerating product shift underway as baby boomers move into retirement....

Financial planning

The Minister For Superannuation and Corporate Law, Senator Nick Sherry, says rebuilding confidence in the superannuation and financial services industry is now a priority...

Superannuation

Scepticism about whether managed products can achieve objectives....

Financial planning

Research points to trust as the priority for fund managers when dealing with clients....

Financial planning

Friends, family, Internet and media continue to dominate investor attitudes....

Policy & Regulation

Tax-aware enhancement to increase overall returns....

Financial planning

Other markets look cheaper....

 

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

8 hours 54 minutes ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

13 hours 44 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 8 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago