POWERED BY MOMENTUM MEDIA
AUSTRALIAN EQUITIES
Financial planning
Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...
Financial planning
Perpetual Investments has taken a step away from its key man approach to the management of its flagship Australian equities fund, the Perpetual Industrial Share Fund, in ...
Financial planning
Assirt has given Deutsche Asset Management a tick for its Global Equities Opportunities Fund, but a cross for the fund manager’s international fixed interest capabilities...
Financial planning
HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...
Financial planning
The Assirt research house has downgraded Colonial First State Investment’s Australian equities capabilities and demoted the majority of its Australian equity products ahe...
Financial planning
Assirt rates Tower’s business management as competent while rating its operating capability as strong in its review of the funds manager....
Financial planning
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
Financial planning
The March quarter market share results from both Morningstar/ Plan for Life and Assist demonstrates the volume of money currently flowing into the united groups....
Financial planning
Merrill Lynch Investment Managers’ (MLIM) international performance has been slammed by Assirt, with the research house branding the group’s international shares and Glob...
Financial planning
Economic expectations revealing positive future prospects for the Australian dollar, along with the arrival of currency hedged funds, could mean international currency in...
Financial planning
Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....
Financial planning
Specialist investment research group 5Di will expand its operations and move into supplying its own manage the manager (MTM) style investment funds....
Financial planning
UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....
Editorial
The investment projections of some fund managers lack basic ingredients, writes DOMINIC McCORMICK....
Financial planning
Dimensional Fund Advisors (DFA) has been rated as a strong manager with strong sectors, while its four funds earned four stars in the latest review of the group from rese...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....