FUNDS MANAGEMENT

Financial planning

Bennelong Wealth Partners recruits Dr George Nassios as CIO....

Financial planning

Sinodinos commits to delivering on much of Johnson agenda and expanding retail product offerings....

Editorial

Pre-listing purchase set to boost scale and offering of superannuation services for OneVue. ...

Superannuation

New research reveals wide differences in costs of MySuper products but a narrowing in the gap between industry fund and retail products....

Superannuation

Prime Super and HIP announce merger effective from 1 May....

Superannuation

FSC calls for tax and policy certainty on infrastructure investment while pointing to benefits of scale evolving out of super fund consolidation....

Superannuation

WAM Capital reports record pre-tax profit on back of strong SMSF interest....

Financial planning

Victims of the Trio/Astarra fraud express anger at the release from jail of Shawn Richard....

Funds management

Perpetual’s acquisition of the Trust Company late last year helped lift its funds under management (FUM) by 9.4 per cent to $30.4 billion in the last quarter. ...

Funds management

Treasury Group Limited increases funds under management by $1.6 billion in three months....

Funds management

Westpac backs superannuation fund investment in infrastructure and points to delivery of annuity-type returns....

Funds management

SPAA cites infrastructure as an investment capable of diluting the SMSF concentration on cash and term deposits. ...

Funds management

New BetaShares data reveals strong ETF market in 2013....

Funds management

Industry Super Australia claims the nature of the relationship between planners and clients limits the ability of retail funds to invest in infrastructure....

Funds management

Exchange-traded products reached the $10 billion milestone in funds under management, double what they were two years ago....

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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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