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Funds management
Two small/mid-cap Australian equity funds have been given the highest rating every six months for the last three years, according to the latest FE fundinfo Crown Ratings ...
Funds management
Upgrade from three 5 Crown funds to nine funds for the asset manager in the latest FE fundinfo Crown Ratings rebalance....
Funds management
In one of the first full-market assessments since the start of the COVID-19 pandemic, the latest FE fundinfo Crown Ratings rebalance has revealed a picture of outcomes dr...
Financial planning
Six of Australia's largest banking and financial services institutions have offered a total of $1.05 billion in compensation, as at 30 June 2020, to customers who suffere...
Funds management
Ex-Macquarie Asia team, Stonehorn Global Partners, has announced it has raised over $300 million in assets under management in its first year and continues to grow its pr...
Awards
Active management helped guide the Legg Mason Western Asset Australian Bond A fund during challenging market conditions, which has won the Money Management Fund Manager o...
Brendon Glass will be the new chief financial officer of the financial advice business services firm....
Funds management
Macquarie Group has posted a net profit after tax of $1.27 billion for the second half of the year, down 13%, due to economic effects of the COVID-19 pandemic....
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Funds management
Both Macquarie Bank and National Australia Bank have made the decision to withdraw their offers of capital notes....
Features
Last year had two double-digit five Crown fund management groups, but were they able to retain that position this year?...
Funds management
IOOF now leads the way with the most five Crown rated funds with nine, as the two double-digit five Crown funds from last year – IPAC Asset Management and Macquarie – bot...
Policy & Regulation
The exit of the big banks and the consequent net outflows from the big institutional platforms is playing to the strengths of specialist platform providers....
Financial planning
Compensation paid by the six largest banking and financial services institutions for fee-for-no-service and non-compliant advice is at $749.7 million, according to the co...
Funds management
2019 was a unique case of bonds and riskier equity markets both having a strong year....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...