PORTFOLIO MANAGER

Financial planning

Bob Van Munster will retire from Tyndall Asset Management later this year after almost 40 years in the financial services industry. ...

Funds management

China and Japan not only source for Asian equities, with growth markets of South-East Asia overlooked. ...

Editorial

With the share market growing at a slow pace, 2014 is likely to be a year of consolidation for Australia, write Roger Bridges and Jason Kim. But the dollar could be the w...

Editorial

With the share market growing at a slow pace, 2014 is likely to be a year of consolidation for Australia, write Roger Bridges and Jason Kim. But the dollar could be the w...

Editorial

Nick Bishop presents the case for remaining invested in fixed income, but suggests that in order to benefit, investors will need to be far more selective in their bond al...

Financial planning

FOFA amendments attempt to shore up old model that will be undercut by online services. ...

Superannuation

AMP Capital will begin transitioning over one million member accounts to its new MySuper lifecycle funds by 2017, and hopes members will more actively engage with their s...

Funds management

Fidelity predicts 2014 should be a good year for Australian equity markets as the Chinese economy is showing signs of re-acceleration....

Funds management

Two funds management executives have cautioned that the sharp rise in equity returns, particularly dividend stocks, may not continue next year....

Funds management

Investing in an index was like looking in a rear vision mirror when the aim of investing should be to look forward, according to a boutique Australian equities manager....

Funds management

A portfolio manager believes a dividend income-based strategy does not mean investors have to compromise on capital growth...

Funds management

Lack of economic growth outside mining to keep interest rates low....

Financial planning

The Bennelong Kardinia Capital Absolute Return fund has lowered its initial investment amount for retail investors to $20,000 and moved to provide daily liquidity....

Funds management

Former fund manager claims actively managed funds’ fees charge investors more than once for same services....

Funds management

With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 3 days ago