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FUND MANAGER
Funds management
Citigroup Asset Management has been awarded a $13 million listed properties mandate by Fiducian Portfolio Services via its fund-of-fund offering Fiducian Property Securit...
Financial planning
The term retail means less now than what it did five years ago....
Financial planning
French financial services giant CDC IXIS is planning to launch a number of international funds in Australia during the next couple of months....
Financial planning
Well known financial services figure and previous head of research at Bridges, Dominic McCormick has signed up with advisory group Snowball, as an investment consultant....
Financial planning
This year will see interest rates remain steady, the All Ordinaries register a modest gain and a stock focus on small caps, according to Perpetual Investments....
Financial planning
Morningstar Research has downgraded Rothschild Australia Asset Management (RAAM) from a four to a three star rating amid intense industry expectation of an announcement b...
Financial planning
Boutique hedge fund manager Absolute Capital has entered into discussions with a series of financial planning dealer group in an attempt to forge distribution channels ah...
Financial planning
Ausmaq’s development of its spoke-and-hub solution for IFSA’s MfundEC standard will not happen unless it wins support from more than 50 per cent of the financial services...
People & Products
The last remaining founder of Portfolio Partners, David Slack, has left the company which he co-founded the company in 1994 with Keith Ince and a group of former County N...
Financial planning
While the Supreme Court case between Morningstar Inc and Graham Rich could be seen as the pinnacle in the whole eventful saga, the truth of the matter is much is still ye...
Financial planning
Hunter Hall has been given at least one thumb up by Assirt which has judged the ethical boutique fund manager as “competent” overall, awarding four stars to Hunter Hall’s...
Funds management
While education remains at the top of the list of priorities of hedge fund managers, good performance has helped to raise the profile of the alternative asset class....
Financial planning
Communication in the financial planning industry should be as free and open as possible as a means of building trust between advisers and clients according to Accumulus c...
Financial planning
Morningstar’s quarterly report on the state of the managed funds industry shows that Australian retail fund assets fell over the three months of the September 2001 quarte...
Funds management
AXA Australia has become the latest fund manager to propel itself into the ever burgeoning multi-manager hedge fund scene with the launch of a global fund-of-hedge fund t...
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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....