AUSTRALIAN EQUITIES

Financial planning

Invesco Australia has been named the top six star manager by InvestorWeb Research iht the area of Australian equities (small companies) on the back of long term outperfor...

Financial planning

InvestorWeb Research has named Advance Funds Management its top rated six star manager for Australian equities....

Financial planning

With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...

People & Products

Wilson HTM Investment Group has appointed former Commonwealth Bank of Australia executive, Neil Schafer, as its new managing director, with incumbent group head Steven Wi...

Financial planning

The strengthening Australian dollar, up 4.5 per cent for May, is attracting investment in Australia and is working to the benefit of both the local equity and property ma...

Financial planning

The BT Financial Group has indicated it has shifted its investment strategy with a stronger focus on stock selection and valuation....

Financial planning

BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...

Financial planning

Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...

Financial planning

UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...

Funds management

Boutique value manager, Investors Mutual Limited (IML), has scored the first ever Rising Star Award, which recognises new and emerging managers across the industry....

Financial planning

Managed funds research house Assirt has given Citigroup Asset Management Australia (CitiAM) a mixed report card stating it is performing well in domestic markets but need...

Funds management

UBS Global Asset Management has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back-to-back wi...

Financial planning

Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...

Financial planning

Fund manager Deutsche Asset Management (DeAM) has launched a new small caps fund, the Deutsche Australian Small Companies Fund, to take advantage of a perceived gap in th...

Financial planning

The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 22 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 2 hours ago