FUNDS MANAGEMENT

People & Products

Listed financial services company promotes senior executive amid board reshuffle...

Funds management

Finance ministers from the Asia-Pacific region are expected to sign an agreement today facilitating the seamless transition of funds between Asian and Australian economie...

Funds management

A group of local and international investors have praised the current environment as optimal for retail investment in alternatives. ...

Funds management

Funds management director Caroline Saunders made redundant after strategic review of Barclays’ funds management operations...

Financial planning

Perpetual-Trust merger to create largest trust services provider in the Australian market....

Funds management

Funds management and third party marketing and distribution firm Winston Capital Partners has made two senior appointments and signed up two managed funds in line with it...

Funds management

Merger and acquisition (M&A) activity is tipped to rise in 2013, with 10 per cent of fund managers planning to acquire another business in the next five years, a report s...

Accounting

ASIC data reveals the accountants’ limited licensing regime is already gaining traction....

Funds management

Russell Investments has released a research paper that explores whether using a fixed price for FX transactions provides the best outcomes for investors....

Funds management

Boutique fund manager Aura Funds Management (AFM) has formed a strategic alliance with McGrath Estate Agents in a bid to enter the Australian market with Significant Inve...

Superannuation

Super funds which lose members to SMSFs are unlikely to see them come back....

Funds management

Many investors take reporting season figures at their face value - which could lead to missed opportunities, according to Hyperion Asset Management CIO, Mark Arnold...

Funds management

Australian hedge funds have been given a clean bill of health by ASIC largely because most investors are institutional....

Funds management

Clestus Weerappah has been sentenced to four years jail over his role in the collapse of property development group Dollarforce Financial Services (DFS) in 2009....

Superannuation

Industry super funds have the opportunity to move into the platform space, but administrative and cost discrepancies need to be ironed out first, stakeholders believe....

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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 4 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 3 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 4 weeks ago

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

3 weeks 6 days ago

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

2 weeks 1 day 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 6 days ago
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