FUNDS MANAGEMENT

Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

Editorial

Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....

Superannuation

Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....

Funds management

HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....

Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

Editorial

Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....

Editorial

van Eyk's Jonathan Ramsay gives investors some tips for determining whether a fund manager will outperform....

Financial planning

Select Asset Management part of foundation alliance for nascent Winston Capital Partners....

Funds management

A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...

Funds management

Australian fund manager LM Investment Management is conducting due diligence with two offshore real estate private equity funds in a deal worth $1 billion....

Superannuation

Over the 12 months to 30 September, Challenger's funds management business has grown its total FUM by 27 per cent to $32.6 billion....

Editorial

Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....

Funds management

Investment strategies for Australian institutional investors posted mostly positive results for the September quarter spurred on by a strong local share market....

Superannuation

SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....

People & Products

Australian Unity Investments has appointed Kate Hoare as its fourth senior investment executive....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

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

4 months 2 weeks ago

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

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

5 days 19 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 22 hours ago