INVESTMENT MANAGER

Financial planning

Profile Financial Services has partnered with Select Asset Management to provide its clients with an alternative to the traditional strategic asset allocation approach to...

Financial planning

West Australian investment manager Kingston Capital has given up its financial planning arm to Financial Services Partners (FSP) following a restructure of the business i...

Editorial

Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....

Financial planning

Suncorp, which has the largest insurance market share in Queensland, is likely to be worst hit following the state’s flood disaster, with claims estimated to cost t...

Policy & Regulation

Changes to the income tax treatment of the investment income of foreign funds will provide tax certainty for foreign investors investing in Australian managed funds, acco...

Financial planning

In the wake of former Astarra Asset Management investment manager Shawn Richard pleading guilty to taking more than $6.4 million in undisclosed payments, the details of o...

Financial planning

The Hong Kong-based businessman named at the centre of the Astarra collapse, Jack Flader, has denied substantial involvement....

Financial planning

The details of one of Australia’s most substantial cases of investment fraud have been laid bare....

Financial planning

Astarra investment manager Shawn Richard banned from financial services for life after pleading guilty to dishonest conduct....

Editorial

Dominic McCormick explains that when it comes to investing, the process is much less important than the character traits and the experience of the investment managers who...

Financial planning

Australian fund managers believe the Australian share market is no longer overvalued, according to a Russell survey....

Editorial

Dominic McCormick takes a look at alternative investments and what they mean for investors....

Financial planning

Advisers have been asked to consider the benefits of supporting fund managers who put their money where their mouth is....

Financial planning

Century Australia Investments has replaced fund manager 452 Capital with ‘substantially’ cheaper Perennial Value Management....

Financial planning

Century Australia Investments has replaced fund manager 452 Capital with ‘substantially’ cheaper Perennial Value Management....

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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’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 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...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 2 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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