FUNDS MANAGEMENT INDUSTRY

Financial planning

John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...

Financial planning

The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...

Financial planning

The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...

Financial planning

The Australian Conservation Foundation has lashed out at the funds management industry for failing to comply with ethical investment disclosure obligations imposed by the...

Funds management

Fund managers must move aggressively to provide clients with objective counsel or the industry could see new advice models gain market share, in light of allegations of b...

Financial planning

Alternative investment group HFA Asset Management has added two further staff members to its team as part of an ongoing push to boost its capabilities....

Financial planning

Westpac Banking Corporation, boosted by its acquisition of BT Financial Group, has reported a $1.2 billion operating profit for the half year ending March 31, a 17 per ce...

Editorial

LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....

Financial planning

St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...

Financial planning

A raft of high profile financial planners and industry figures have launched a scathing attack on the funds management industry for a list of deficiencies they say are a ...

Financial planning

The funds management industry has come under further attack with more leading industry commentators slamming fund products they claim are being designed for a small profi...

Funds management

The funds management industry has been lambasted for its “uninspiring” lack of product innovation - a situation if not righted that will push more and more clients into d...

Financial planning

Not only is Kerr Neilson one of the forefathers of the boutique funds management industry, the head of one of the most innovative boutiques in the industry (which consist...

Editorial

Financial planning provider Deakin Financial Services has forecast a $1.9 million loss in its preliminary final report for the year ending 30 June 2003....

Financial planning

Fund managers accepting deposits or funds from the public will be slugged with additional costs and increased compliance demands if new international due diligence guidel...

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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 3 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 1 day ago

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

3 weeks 6 days ago