INVESTMENT MANAGER

Financial planning

Financial markets will continue to be torn between the improving global economy and concerns about policy, an investment manager believes. ...

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Funds management

The stabilisation of the global economy in 2014 will see a jump in private equity buyouts, while fostering "slow-but-steady" fixed income and equities growth....

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Funds management

Standard Life sells down Sydney and Brisbane exposures to focus on recovering markets....

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Financial planning

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

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Funds management

Minimum investment amounts heavily reduced to attract planners, retail investors and SMSFs. ...

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Financial planning

BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....

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Editorial

This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...

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Financial planning

Unlisted property vehicle the Australian Property Opportunities Fund this week announced the acquisition of two neighbourhood shopping centre investments — one in Melbour...

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Financial planning

Ratings house Zenith Investment Partners has announced a dedicated category for 'real return' products....

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Funds management

Regulator says thirteenth EU will conclude planned Trio action....

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Financial planning

Lonsec has rated yet another ETF offering – this time the four Australian ETFs of Market Vectors ETFs – the ETF business of US-based investment manager Van Eck Global....

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Financial planning

A former investment manager tied to embroiled superannuation fund Trio Capital is facing jail after admitting to making false or misleading claims for financial gain. ...

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Editorial

Challenger confirms 31 per cent quarterly increase in life annuity sales....

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Financial planning

Former Trio director Kurt Groenveld enters three-and-a-half year enforceable undertaking with APRA. ...

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Funds management

The ASX Aqua II Managed Funds Services platform will open new client channels instead of threatening existing ones....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

13 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

13 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago