FUNDS MANAGEMENT

People & Products

Independent investment manager Dalton Nicol Reid has appointed Robert White as its new chief executive officer and head of distribution after Harley Dalton’s departure....

Financial planning

AWI expands its footprint with acquisition of Intelligent Investor Publishing delivering access to 5400 customers....

Financial planning

Management to remain in buyout of niche business unit....

Financial planning

Fund manager Insync makes strategies hires, including BDM....

Financial planning

Zenith still cautiously upbeat on small caps after two strong years of performance....

Superannuation

Both the ISA and ASFA have welcomed the Productivity Commission’s interim report on private infrastructure funding....

Superannuation

Just days after standing down two of three superannuation experts over perceptions of conflicts of interest, the Fair Work Commission has decided to proceed on its defaul...

Funds management

Index funds benefit as investors look overseas amid concerns over bond fund returns....

Financial planning

Market Vectors lists another ETF on the ASX....

Financial planning

YBR extends product into planner and Asian markets....

Financial planning

AMP upgrades insurance and investment offerings on Flexible Super product range....

Financial planning

Assistant Treasurer Arthur Sinodinos points to expanding agenda for super investment....

A senior Treasury official has suggested retail default funds may be best served by writing to members urging them to make a choice to retain their existing status....

Superannuation

As the Fair Work Commission president considers conflict of interest issues with respect to his specialist superannuation panel, it is revealed the Government had a choic...

Editorial

Listed financial planning and funds management group Fiducian Portfolio Services reported a consolidated after tax profit of $1.85 million in their half year results....

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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 2 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 3 weeks ago

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

3 weeks 4 days ago

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

1 week 6 days 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 4 days ago
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