FUNDS MANAGEMENT

Funds management

Portfolio manager Jun Bei Liu has offered an optimistic outlook of market conditions, observing how numerous opportunities exist to build a diversified, long-term portfol...

Funds management

Spire Capital and Oaktree Capital Management have developed a fund for wholesale investors to access credit and special situation investments....

Funds management

Platinum Asset Management has reported net outflows for 11 out of the last 12 months, as it releases its profit forecast for FY22-23....

Funds management

Outlining the three sectors likely to do well in current market conditions, this portfolio manager explains why it is too simplistic to lean on large caps and blue-chip c...

People & Products

Parameters underpinning a high conviction Australian equity fund, formerly advised by BlackRock, have been revised by newly appointed manager Pendal Group. ...

People & Products

Vanguard Australia MD, John James has been promoted to head the company’s European business....

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Financial planning

Many non-aligned advisers are struggling to justify the cost of investing in platforms, highlighting the need for tailored solutions, according to the managing director o...

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Funds management

ASIC has been warned that cobbling together guidance on PDS fee disclosure is not enough and that the underlying legislation needs to be fixed....

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Funds management

Ratings house Zenith said its research points to the importance of active management for small cap investing....

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Superannuation

Sunsuper enters investment alliance with Vangaurd Group....

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Financial planning

A new survey reveals that most SMSF advisers see property (both commercial and residential) as the best destination for LRBAs....

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Funds management

APRA deputy chairman, Ian Laughlin, has identified the market power of industry funds and how it has influenced the group life market. ...

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Financial planning

Western Asset Management has recruited a new head of client service and marketing....

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People & Products

Invesco launches Invesco Wholesale Global Targeted Returns Fund....

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Superannuation

Industry Super Australia wants the law changed to prevent banks from ‘bundling’ services to lure employers into bank-owned super products....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago