FUNDS MANAGEMENT

Funds management

Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...

Financial planning

The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...

Financial planning

2020 DIRECTINVEST founder Michael Lannon has retired from the business just three months after its merger with Mason Stevens....

Funds management

The liquidity issues that caused a number of mortgage funds to be frozen at the height of the global financial crisis have been addressed and these funds can now offer re...

Funds management

Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....

Editorial

In order to bring back the appeal of managed funds, Australia needs to comply with the newly created international standards on managed fund structures, according to Harv...

Funds management

Total retail and wholesale funds under management and administration grew 4.8 per cent to $813 billion in the March quarter, according to DEXX&R....

Financial planning

Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....

Financial planning

A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...

Financial planning

Tyndall Asset Management has added an alternate asset class product to its offering via fund manager Causeway Asset Management....

Big corporate fund Telstra Super has continued to move its funds management in-house with the creation of a new fixed income desk....

Editorial

It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...

Funds management

New Plan for Life data details likely growth in retail managed funds over next decade....

People & Products

Former Perpetual Limited chief executive David Deverall has been appointed a non-executive director with Charter Hall Limited and Charter Hall Funds Management....

Funds management

Towers Watson has released research supporting a rebalance of outperformance fees to better align interests between investors and hedge fund managers....

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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 5 days ago

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

2 weeks 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 5 days ago
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