FUNDS MANAGEMENT

Financial planning

Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....

Financial planning

Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...

Financial planning

Macquarie Funds Group has taken a majority stake in real estate funds manager Rismark, with a Macquarie executive being appointed as chairman....

Editorial

This time we need to be fair dinkum about managed investment scheme change, writes Anthony Abraham. ...

Editorial

In a speech addressing the Agribusiness Association of Australia, David Bryant explains why tax-effective managed investment funds are fundamentally flawed and pose a sig...

Financial planning

The lack of clarity about the Future of Financial Advice reforms may be hampering investment in processes and infrastructure, but it hasn't necessarily affected growth, a...

Financial planning

A key point of concern about the Future of Financial Advice reforms is its sheer size, according to FPA acting chief executive Deen Sanders. ...

Funds management

Listed group Trinity Limited is selling half of its wholesale funds management business as it seeks to reduce its debt levels....

People & Products

Diversa recruits Vincent Parrott as head of funds management....

Financial planning

Elders Forestry MIS will this year feature an attached forestry protection fund as an added failsafe against adverse financial events....

Editorial

Queensland-based group Trinity is claiming it has turned a corner despite reporting a $38 million loss for the six months to the end of December....

Policy & Regulation

The Minister for Financial Services, Chris Bowen, has signalled the likelihood of further tax changes impacting investment and funds management in the Federal Budget....

Financial planning

Treasury Group is acquiring Souls Funds Management, adding the specialist small cap manager to the existing stable of boutique asset managers in which it has equity....

Financial planning

The consolidation of the financial services industry is being reflected in the platform market. Mike Taylor reports...

People & Products

Trinity Funds Management Limited has appointed an independent chairman and is expected to appoint two further independent directors....

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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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