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FUND MANAGER
People & Products
Certitude Global Investments has created a new position within its senior ranks, with former Mercer executive Gary Burke to head investments....
Financial planning
Diversified fund manager Pengana Capital has had its Asia Special Events Fund added to Macquarie Wrap's investment menu....
People & Products
Fresh from expanding its boutique offering with the addition of two former UBS small cap asset managers in May, Bennelong Funds Management is again looking to add to its ...
Policy & Regulation
The introduction of the Future of Financial Advice (FOFA) changes could spur the emergence of a new player in the platforms and wraps sector, by driving advisers who are ...
Policy & Regulation
The Government's proposed Future of Financial Advice (FOFA) reforms are likely to cause a fundamental restructuring of the financial advice sector, with larger institutio...
Editorial
The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
Editorial
With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...
Editorial
With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...
Funds management
With returns on the way back, now is the time for institutional investors to get back into offshore property assets - in particular, residential apartments in the US, acc...
Policy & Regulation
Some changes under the Government's Future of Financial Advice reforms will not have the intended results, unfairly targeting the smaller players and favouring large inst...
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Financial planning
The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...
Financial planning
A group of investors in the Premium Income Fund (PIF) have delayed any further action by Brisbane-based fund manager Wellington Capital until a planned hearing next week....
Financial planning
A group of investors in the distressed Premium Income Fund (PIF) have commenced urgent legal action against Brisbane-based fund manager Wellington Capital and its directo...
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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....