INVESTMENT MANAGER

Financial planning

Small superannuation funds continue to grow quicker than other fund types after their total assets grew by $9.5 billion over the December quarter, according to the latest...

People & Products

Infrastructure and alternative investment manager Hastings Funds Management has announced its director private equity Tim Poole will head the group next year following a ...

Financial planning

ING-owned platform Optimix Investment Management has added four international investment firms to its manager line-up and follows a tweak of its Australian equity manager...

Financial planning

Treasury Group has announced a management reshuffle that will see the group put a greater focus on managing and growing its existing boutique investment managers rather t...

Financial planning

The Australian Prudential Regulation Authority (APRA) has accepted an enforceable undertaking from a third former AM Corporation director in light of its investigation in...

Financial planning

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - will indirectly vote early in the new year on whether to appoint Cons...

Financial planning

Socially responsible investment (SRI) managers have performed better over the past five years than has generally been appreciated, according to a study conducted by AMP H...

People & Products

Australia’s largest ethical investment manager, Hunter Hall Investment Management is set to lose its chief investment officer to a large institution and potentially impac...

Financial planning

ING subsidiary Optimix Investment Management has outsourced a range of its back-office investment administration functions to BNP Paribas Securities Services....

Financial planning

Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...

Financial planning

Fiducian Portfolio Services managing director Indy Singh says his company is in discussion with several groups, including a national accounting group, over the provision ...

Financial planning

The financal services industry should abandon its focus on end-of-month performance figures with investors needing to understand quarterly data at least presents a more a...

Financial planning

MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....

Financial planning

Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...

Financial planning

There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...

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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

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 ...

3 weeks ago

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

6 days 23 hours 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 ago
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