FUND MANAGER

People & Products

Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...

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Life/Risk

TIAA Henderson Real Estate has secured a 50 per cent stake in a landmark office building and retail complex, for $300 million from the Mirvac Group....

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Life/Risk

Fund manager, Placer Property, is seeking $26.5 million in equity from SMSFs and individual investors for its NewActon East Property Fund....

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Financial planning

van Eyk’s administrator has recommended winding up the research house, ahead of a meeting tomorrow to determine the company’s fate. ...

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Financial planning

Industry infighting has damaged the reputation of financial advice and made it appear the financial services sector is blame shifting instead of placing consumer interest...

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Life/Risk

Investors looking to buy into the property market should consider how their financial goals can be met and whether commercial property will help them reach those targets,...

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Financial planning

Bennelong appoints Zac Wallis to newly-created National Account Manager role. ...

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Editorial

Still haunted by memories of the GFC, investors are excessively focusing on yield to the detriment of diversification. Knowing how crises manifest in different ways, they...

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Financial planning

UBS extends on its small cap expertise to launch a new microcap product. ...

Financial planning

AXAIM launches ESG SmartBeta Strategy. ...

Financial planning

Centrepoint Alliance will operate their own managed account offering after receiving approval last week to offer it to clients of financial planners....

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Financial planning

Calastone adds Dimensional Fund Advisors to its transaction network....

Financial planning

Invesco launches Invesco Wholesale Senior Secured Income Fund as part of defensive offering. ...

Editorial

Boutique fund managers bring a more focused approach to investment management, but they also face many challenges, writes Nicholas O’Donoghue....

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Funds management

Fund managers producing consistent levels of outperformance are hard to find with only two per cent producing a regular average of 2.5 per cent above benchmark....

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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 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days 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. ...

6 days 16 hours 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. ...

2 days 7 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...

1 day 11 hours ago