FUNDS MANAGEMENT

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....

Financial planning

The board of MMC Contrarian remains resistant to an on-market take-over bid by Guinness Peat Group....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months ago

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

8 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 6 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 5 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 4 days ago