FUNDS MANAGEMENT

Financial planning

Trust to trade on ASX for last time tomorrow as take-over deal moves ahead...

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Financial planning

The Auditor-General suggests APRA should consult more and give greater detail about financial sector levies....

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Financial planning

PM Capital will raise more than $200 million in the initial public offering for its listed international equities fund. ...

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People & Products

Vanguard veteran Jeffery Johnson has been enlisted to head the global investments giant’s Asia-Pacific strategy and research division. ...

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Funds management

Funds under management and advice (FUM/A) held in retail and wholesale managed funds shot up by 16.4 per cent to $953 billion in the 12 months to September....

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Superannuation

ASFA warns that women will be particularly impacted by pausing the lifting of the superannuation guarantee....

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Financial planning

Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....

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Funds management

Financial advisers will need to untangle the complexities of the new aged care reforms so that their clients do not miss out on income, a fund management firm believes. ...

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Financial planning

PM CAPITAL has announced that the proposed ASX listing of its Global Opportunities Fund has exceeded its minimum target of $50 million following a national roadshow proce...

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Funds management

Fund manager Aberdeen Asset Management has announced the proposed acquisition of Scottish Widows Investment Partnership (SWIP) from Lloyds Banking Group for £550 million....

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Funds management

Source of revenue and not home-base should the determinant behind an investment strategy...

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Funds management

GPT Group counters Dexus/CPPIB with bid for Commonwealth Property Office fund....

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Superannuation

Solid growth and profit sees Barry Lambert confirming an accelerated time-table for listing Class Super....

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Funds management

Australian Unity Investments (AUI) has proposed to merge its Australian Unity Fifth Commercial Trust (FCT) with its unlisted Australian Unity Office Property Fund (OPF), ...

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Funds management

Funds management business drives group results....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks 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 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 9 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. ...

5 days 12 hours ago