AUSTRALIAN EQUITIES

Financial planning

Assirt has singled out for praise the Australian equities capabilities of Macquarie Investment Management (MIM) in its most recent rating of the funds management group....

Financial planning

Portfolio Partners’ High Growth Shares Trust has cracked $100 million with average returns of more than 20 per cent over a five year period....

Financial planning

AM Corporation has become the first customer to roll out a new launched online risk profiling tool from IWL, offering it as the latest service available to advisers and c...

Financial planning

Following the signing of a distribution alliance agreement between Challenger International and Credit Suisse First Boston (CSFB) late last year, Challenger International...

Financial planning

UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...

Financial planning

It is the news Investors Mutual (IML) has eagerly awaited since its very public split from Investor Web last August: Assirt has given the group the thumbs up....

Funds management

Listed property trusts (LPT) have finished 2001 as the best performing asset class for Australia investors, rewarding those who flocked to defensive sectors both before a...

Funds management

Listed financial services group Challenger International has joined the growing list of fund managers to enter the hedge fund marketplace, launching a long / short Austra...

Financial planning

AM Corporation has formally launched a multi-manager ethical and socially responsible investment vehicle giving investors access to four of the industry’s top ethical man...

Financial planning

Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...

Editorial

When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...

image
Financial planning

JBWere Investment Management has rolled out an Australian Equities Fund targeting retail investors with as little as $5000 to invest....

Financial planning

Macquarie Investment Management has given its diversified balanced funds a more conservative tilt after conducting a wide-ranging review into the structure of the funds....

Financial planning

BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...

Financial planning

Barclays Global Investors (BGI) has received the thumbs up from Assirt with its overall rating moving up from competent to strong with Assirt paying particular focus to t...

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 4 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 2 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 8 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...

4 days 12 hours ago