AUSTRALIAN EQUITIES

Funds management

Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....

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Financial planning

Fund manager, Copia Investment Partners, continues to build out its distribution team....

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Funds management

SMSFs have on average only seven per cent of their total holdings in residential property hosing down claims that SMSFs are moving into that sector as investors....

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Funds management

Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....

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People & Products

Managed Accounts Holdings Limited has announced a newly-created head of product role....

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Editorial

Investing in stocks in Asia is not for the faint-hearted given the scope of the region and the range of investments on offer. However, as Jason Spits writes, accessing so...

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Financial planning

CFGAM recruits Five Ocean’s Kim Tracey to key portfolio manager role....

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Editorial

Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....

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Financial planning

Perennial leverages derivative and risk expertise to deliver Australian shares product aimed at cushioning investors through downturns. ...

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Financial planning

ECP Asset Management launches a new LIC aimed at small and mid-cap Australian equities....

Funds management

Boutique Australian equities manager ECP Asset Management (ECPAM) has launched a new small and mid-cap listed investment company (LIC)....

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Funds management

Australian investors are increasingly positioning their portfolios for a potential pullback in the share market....

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Funds management

A philosophy of finding companies that can deliver earnings over and above consensus market expectation has seen Ausbil MicroCap Fund win the Australian Equities (small c...

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Funds management

Ignoring market “noise” and striving for sustainable, quality investments has been a key driver of success for Australian Equities (Broad Cap) winner Lazard Asset Managem...

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Funds management

Lazard Asset Management Pacific Co. has been crowned Money Management/Lonsec’s Fund Manager of the Year. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago