FUND MANAGER

Superannuation

SMSFs were one of the target areas for the Stronger Super reforms and while SPAA was broadly happy with the proposed measures, it still has some concerns about implementa...

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Financial planning

Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...

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Financial planning

Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...

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Funds management

The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...

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Superannuation

Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....

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Funds management

Perennial conference offered competing, but complementary views, on emerging market investments....

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Funds management

Bond manager PIMCO says falling interest rates mean now could be the time for SMSFs to swap their high cash holdings for fixed interest investments....

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Financial planning

Investors need to adopt a risk-based approach to portfolio construction amid the current market volatility, according to global fund manager Standard Life Investments....

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People & Products

Australian Ethical has appointed David Macri as chief investment officer following James Jordan's decision to step down after nearly two years in the role....

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Financial planning

Research house van Eyk, as part of its global fund manager review, has awarded its top 'A' rating to three international small cap managers that all have a deep research ...

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Financial planning

Research house van Eyk, as part of its global fund manager review, has awarded its top 'A' rating to three international small cap managers that all have a deep research ...

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Financial planning

Recently listed Blue Sky Alternative Investments Limited debuted on the Australian Securities Exchange (ASX) this week after successfully raising $6.47 million in its pre...

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Financial planning

Defined benefit default funds outperformed defined contribution default funds by over half a per cent per year over the past 15 years with less volatility, according to g...

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Financial planning

Defined benefit default funds outperformed defined contribution default funds by over half a per cent per year over the past 15 years with less volatility, according to g...

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Financial planning

You are making the final decision as to whether to recommend an international equities fund - what is the one last question you would ask (or ask again) of the fund manag...

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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 3 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 1 day 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 1 day 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. ...

4 days 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...

3 days 4 hours ago