FUND MANAGER

Financial planning

Regal Funds Management has selected S&P Capital IQ for the provision of analytical tools, market data and proprietary content, which the fund manager said would support i...

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Financial planning

Non-aligned dealer groups are having to adopt a creative approach to filling the revenue shortfall left by bans on volume rebates....

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People & Products

A new head of wholesale and a national account manager have joined the ranks of Fidelity Worldwide Investment's Australian team....

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Financial planning

It’s a common problem confronting financial advisers. Clients that became heavily cashed-up during the GFC are seeking higher yields because term deposit rates have almos...

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Financial planning

Legg Mason has restructured its distribution, client service and marketing functions in order to focus more of the fund manager's efforts on institutional and intermediar...

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People & Products

Solaris Investment Management has appointed an investment specialist for the institutional client market....

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Rate the raters

Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....

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Financial planning

Foreign investors will be exempt from paying tax when using an Australian fund manager under the Investment Manager Regime which passed through Parliament yesterday....

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Funds management

Driven by strong growth in its Australia portfolio, the Charter Hall Retail real estate investment trust has reported a statutory profit of $9.7 million for the year endi...

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Financial planning

AMP Capital's core property fund has received a four-star rating from S&P after being placed on hold in March....

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People & Products

Stephen Hayes has been appointed head of Colonial First State Global Asset Management's property securities team....

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Editorial

This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...

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Funds management

Lighthouse Partners and Certitude say investing through managed accounts can overcome investors' hedge fund fear....

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Funds management

If planners construct direct equities portfolios by 'regurgitating information from a broker' there will be a price to pay for clients, says Tyndall Asset Management mana...

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Financial planning

LM Investment Management has expanded its global distribution into Singapore....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 4 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 5 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 4 days ago