FUNDS MANAGEMENT
Financial planning
ASIC has recommended that institutionally-aligned advisers be labelled as “restricted advice’ businesses and provide statements about limited product advice....
Financial planning
AWI declares van Eyk Research to be no longer a strategic asset and that it no longer has aspirations to move to control....
Editorial
Boutique fund managers bring a more focused approach to investment management, but they also face many challenges, writes Nicholas O’Donoghue....
Funds management
Fund managers producing consistent levels of outperformance are hard to find with only two per cent producing a regular average of 2.5 per cent above benchmark....
Funds management
Big van Eyk shareholder, AWI, says its monitoring how the research house handles the supsension of redemptions on four of its Blueprint funds....
Funds management
The median Australian share fund manager marginally underperformed the benchmark last month, with materials continuing to prove the standout sector, according to Mornings...
Top 100
Wide variations in the number of financial planners reported to be operating in the industry has been a feature of the sector for some years but, as Jason Spits writes, a...
Superannuation
Industry fund CareSuper has partnered with accounting group Crowe Horwath to help facilitate exits from SMSFs....
Financial planning
Treasury Group announces merger transaction with US-based multi-boutique, Northern Lights....
Superannuation
The FSC and industry funds are again at loggerheads over how default superannuation funds should be selected....
Financial planning
K2 cuts it with Asia-based competitors to win key award....
Financial planning
Australian Capital Property launches property offering....
Superannuation
Publicly-listed MDS Financal Group moves to acquire Sequoia Financial Group....
Financial planning
NAB confirms to ASX it is looking at options for the future operation of NAB Asset Servicing....
People & Products
Whitehelm Capital recruits First State Investment’s Gary Withers as CEO....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...