RETAIL FUNDS

Financial planning

Credit Suisse Asset Management has entered the cash management market with an alliance with Adelaide Bank....

Financial planning

The overwhelming majority of financial advisers know very little about wrap accounts....

Financial planning

Self-managed funds have continued to be Australia's fastest growing sector in superannuation, according to the Australian Prudential Regulation Authority (APRA). ...

Financial planning

With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...

Financial planning

Credit Suisse Asset Management has entered the cash management market with an alliance with Adelaide Bank....

Financial planning

US-based funds management giant Vanguard is beginning to see the kind of success in Australia that pushed the group to its solid number two position in the US mutual fund...

Financial planning

The future of Jardine Fleming’s retail funds will be decided in the next few weeks, with the business probably moving to associate broking firm Ord Minnett....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

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

2 months 3 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...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 6 hours ago
moneymanagement logo