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FUNDS MANAGEMENT
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....
Funds management
Investing in volatility is unlikely to bring investors the rewards they may expect with the financial climate in Europe still so uncertain, according to former Perpetual ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...