FUNDS MANAGEMENT
People & Products
Ascalon Capital Managers has appointed Robert Lance as head of Australia. ...
Funds management
The final element in the Investment Manager Regime has been released for consultation and includes the reworking of a number of points contained in Elements 1 and 2....
Financial planning
BGL Corporate Solutions has announced a partnership with fund managers Aberdeen and Schroders....
Funds management
Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...
Funds management
BGL Corporate Solutions has partnered with Aberdeen and Schroders to provide automated contract notes from managed funds....
Superannuation
The Minister for Financial Services, Bill Shorten, has claimed the budget bottom line is not driving Labor superannuation policy....
Funds management
Perpetual has completed the revamp of its portfolio wrap service, which forms part of the company’s Transformation 2015 program as it seeks to reduce costs. ...
Financial planning
FIIG Securities completes $50 million corporate bond offer for Mackay Sugar....
Funds management
Selfwealth has partnered with Infinitas Asset Management to give its subscribers access to market and fund manager performance for not-for-profit backed portfolios....
Superannuation
Industry concern that Government may impose a threshold as low as $180,000 for its super changes....
Funds management
New US research points to growth in self-directed investment and how firms are positioning themselves....
Funds management
The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Financial planning
ASIC is warning investors of a cold-calling scam that appears to be linked to a series of fraudulent businesses....
Funds management
ASIC has released a consultation paper that aligns with international standards on risk management for the managed funds sector, it said....
Never miss the latest news and developments in wealth management industry
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...