POWERED BY MOMENTUM MEDIA
INVESTMENT MANAGEMENT
Funds management
Fixed income managers need to expand their investment options as spreads narrow aggressively on credit, Zenith Investment Partners said....
Funds management
Fractional property investment provider DomaCom has boosted its distribution reach to nearly 400 planners after signing with a planning group with more than 70 authorised...
Financial planning
Investors who were encouraged to invest in what a Federal Court judge called “a Ponzi scheme” will have to pay 30 per cent of the costs of their financial adviser’s appea...
Financial planning
Former investment manager linked to failed superannuation fund Trio Capital, Tony Maher, was sentenced to 25 months jail for financial gain through misleading statements....
Funds management
The Australian Social Infrastructure Fund has rebranded to the Folkestone Social Infrastructure Trust for the next phase of growth and development. ...
Funds management
Franklin Templeton Investments Australia has appointed two Australian fixed income specialists to its local investment team in a bid to create local absolute return fixed...
People & Products
Victorian super fund Vision Super has appointed Michael Wrysch to the newly created chief investment officer role....
Funds management
Independent dealer group GPS Wealth has abandoned its former platform-heavy investment model in favour of MDAs. ...
Funds management
Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....
Superannuation
Transparency of process has been at the heart of SMSF growth, according to Multiport’s Phil La Greca....
Funds management
The majority of the investment management industry globally feels ill-equipped to deal with data aggregation requirements....
Financial planning
IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....
Financial planning
Select Asset Management has launched a range of new services and offerings, incorporating them into a new business - Select Investment Partners....
Financial planning
Morningstar investment management unit Ibbotson Associates Australia announced this week it had been selected by Netwealth to undertake manager selection and investment m...
Funds management
Morningstar subsidiary Ibbotson Associates Australia will provide investment management, advice and consulting services for $5 billion of Netwealth funds....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...