FUND MANAGER

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...

image
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....

image
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...

image
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....

image
Financial planning

ASIC refines and standardises short selling rules to close netting-off loophole....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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 4 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