FUNDS MANAGEMENT

Funds management

More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....

Superannuation

Expert panel advocates finding a concessional caps’ sweet spot and limiting lump sums....

Editorial

Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...

People & Products

Former Ventura Investment Management managing director Kate Mulligan has joined non-aligned wealth management group netwealth as a non-executive director....

Funds management

Assets under management (AUM) for the top 100 alternative investment managers reached $3.1 trillion in 2012, with Macquarie Bank taking out the top spot in Towers Watson’...

Funds management

The global infrastructure securities sector has largely recovered from the losses experienced during the global financial crisis, delivering equity-like returns with lowe...

Funds management

Bendigo and Adelaide Bank believes the time is right to re-invest in its margin lending operation....

Funds management

Australian and Canadian equity funds in outflow despite more bullish sentiment in US and Europe....

Life/Risk

Funds receiving compulsory lost super transfers via the ATO should be required to deliver on insurance, says ASFA....

Rate the raters

Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...

Rate the raters

They may have expanded their services, but research houses are not about to give fund managers a free pass to market. Jason Spits reports....

Funds management

AMP Capital has entered into an agreement to acquire 42 per cent of New Zealand electricity and gas distribution company Powerco NZ Holdings from Brookfield Infrastructur...

Funds management

The local ETF market has seen an increase in flows to international ETFs, with both developed and emerging assets seeing an uptick in investor interest, according to a re...

Superannuation

New analysis paints superannuation as a growth industry in the new financial year....

Funds management

Much of the money currently flowing out of cash is going into managed funds and not into direct equities as previously anticipated, according to BT Financial Group....

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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 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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