FUND MANAGER

Funds management

Money Management has moved the age limit for its Young Achiever of the Year award to 35. Nominations close 4 April, 2013....

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Editorial

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

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Policy & Regulation

Some measures within ASIC’s guidance on conflicted remuneration appear to be excessive, according to Tria Investment Partners managing director Andrew Baker....

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Funds management

Fidelity concerned that many investors fail to analyse what drives higher yields within companies....

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People & Products

Equity Trustees has grown its distribution team with the appointment of Ron Grima as Queensland key account manager....

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Financial planning

Nominations are now open for Money Management’s Young Achiever of the Year Award which will be presented at the Fund Manager of the Year Awards Ceremony in Sydney on 16 M...

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Funds management

Investors should consider adding a “stability bucket” to a portfolio to help protect against downside risk, according to Chris Marx, portfolio manager of AllianceBernstei...

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Financial planning

The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...

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Editorial

Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....

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Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

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Financial planning

Specialist natural resource fund manager 90 West Asset Management has flagged making its offering available to a wider range of investors off the back of a positive asses...

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Financial planning

LaSalle Investment Management has added to the property portfolio within its LaSalle Australia Core Plus Fund....

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People & Products

Shaun Thomas has joined Australian Unity Investments (AUI) as business development manager for New South Wales and ACT....

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Financial planning

AMP Capital's Global Direct Property Fund has extended its US property portfolio for the first time since before the Global Financial Crisis....

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Funds management

Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...

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MARKET INSIGHTS

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

3 weeks 2 days ago

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

4 weeks 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 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. ...

3 days 10 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...

2 days 14 hours ago