Zoe Fielding

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Financial planning

10 Apr

Challenger small caps ‘on hold’ as Ring departs

Standard & Poor’s has placed four Challenger small and micro cap funds ‘on hold’ following the resignation of senior portfolio manager James Ring....

Financial planning

05 Apr

Sequal supports action on misleading reverse mortgage ads

The Senior Australians Equity Release Association of Lenders (Sequal) has highlighted the difference between reverse mortgage products offered by its members and the fixe...

Financial planning

05 Apr

Japan’s growth sparks specialist fund launch

The current turnaround in Japan’s economy heralds the beginning of further improvements, according to Japanese investment experts who are predicting trends of increased i...

Funds management

29 Mar

Lonsec lifts hold on CFS property fund

Lonsec is the first researcher to reinstate an ‘investment grade’ rating for Colonial First State’s (CFS) Australian property funds following the recruitment of two more ...

Financial planning

28 Mar

Mariner ramps up equity release push

Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...

Financial planning

24 Mar

Recruitment start-up channels planner clients

An Adelaide-based wealth management practice has entered a joint venture to launch an online recruitment service, called Jobs.com.au, through which it will source referra...

Funds management

22 Mar

Global private equity fund for retail investors

Credit Suisse has launched a fund that will provide retail investors in Australia with the opportunity to directly invest in mid-sized unlisted companies in the United St...

Funds management

21 Mar

Less risk from emerging markets

Global emerging markets are expected to continue to grow unabated alongside a decline in volatility as emerging nations become more established and less reliant on the Un...

Financial planning

17 Mar

Active returns more luck than judgement

Fewer than half of active fund managers that have beaten the benchmark in their investment category have achieved positive excess returns as a result of management skill ...