FUNDS MANAGEMENT
Funds management
Two funds management executives have cautioned that the sharp rise in equity returns, particularly dividend stocks, may not continue next year....
Funds management
New analysis from the Australian Private Equity and Venture Capital Association points to resilient market....
Financial planning
Trust to trade on ASX for last time tomorrow as take-over deal moves ahead...
Financial planning
The Auditor-General suggests APRA should consult more and give greater detail about financial sector levies....
Financial planning
PM Capital will raise more than $200 million in the initial public offering for its listed international equities fund. ...
People & Products
Vanguard veteran Jeffery Johnson has been enlisted to head the global investments giant’s Asia-Pacific strategy and research division. ...
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....
Superannuation
ASFA warns that women will be particularly impacted by pausing the lifting of the superannuation guarantee....
Financial planning
Planners and dealer groups warned on potential costs embedded in Privacy Act changes for client data breaches....
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. ...
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...
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....
Funds management
Source of revenue and not home-base should the determinant behind an investment strategy...
Funds management
GPT Group counters Dexus/CPPIB with bid for Commonwealth Property Office fund....
Superannuation
Solid growth and profit sees Barry Lambert confirming an accelerated time-table for listing Class Super....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...