FUND MANAGER

Financial planning

Money Management surveys the cost of opt in....

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Funds management

Bennelong Funds Management says it will continue to operate in the global equities field, despite Security Global Investors (SGI) terminating its distribution and investm...

Financial planning

Boutique fund managers have questioned the results of research released by Datamonitor showing that 80 per cent of independent investors would only buy assets from large ...

People & Products

Equity Trustees has continued to strengthen its recently restructured corporate fiduciary and financial services division with the creation of the roles of national manag...

Editorial

Diversification in portfolios is crucial to getting good returns, says Adrian Stewart. He explains why investors should look beyond Australian shores in order to capitali...

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Financial planning

Wholesale fund manager QIC has appointed Cliff Smith to the newly created role of managing director for Institutional Business....

Financial planning

National Australia Bank’s (NAB’s) Asset Servicing division has announced it will team up with New York-based BNY Mellon to launch a new series of products....

Financial planning

Equity Trustees restructures to better accommodate responsible entity issues....

Financial planning

LM Investment Management vows to stop David Tweed’s Direct Share Purchasing Corporation gaining access to mortgage fund register....

Editorial

Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....

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Editorial

Pre-occupation with quantitative analysis in the financial markets has not necessarily served us well, says Mark Arnold. He explains how and why modern portfolio theory h...

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People & Products

K2 asset management has recruited Jeff Thompson as a fund manager for its K2 Select international fund, increasing the size of the funds management team to 10....

People & Products

International equity fund manager Insync Funds Management has added to its investment team with the appointment of Bob Desmond as senior portfolio manager....

Financial planning

AMP Capital has recruited three new members to its capital equity team, assigning Jonas Palmqvist and Andrew Lally to dual roles of senior portfolio managers and analysts...

Editorial

Dominic McCormick looks at investment portfolios for retirees and considers the best ways to minimise stress....

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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 2 days 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 18 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...

3 days 22 hours ago