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FUND MANAGER
Financial planning
AUI launches joint venture with Asian equities boutique fund manager Seres Asset Management....
Financial planning
Remaining stake to continue to be owned by Lodestar investment team....
Funds management
Nine out of 10 fund managers hold a positive view on Asia-Pacific ex Japan equities, according to an HSBC survey....
Editorial
Perennial Value Management's managing director said the fund manager is projecting a period of flat profit growth, but on a yield basis, there's good value in the market....
Financial planning
Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....
Financial planning
A Queensland residential investment manager has been put into liquidation, leaving hundreds of mum and dad investors out of pocket....
Financial planning
Product providers and financial advisers are going to be poles apart when it comes to the complexity of the service they provide: Stackpool....
Financial planning
The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....
Financial planning
Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...
Editorial
There’s zero correlation between the number of pages in an offer document and investment performance. Yep, you can make money from a fat prospectus and lose it on a skinn...
People & Products
Will lead fund manager review process and manage model portfolios and client relationships....
Funds management
Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...
Financial planning
Funds, assets under management, drop by 29 and 34 per cent during the financial year....
Editorial
Following a number of recent liquidity issues, platforms have found themselves in new territory....
Superannuation
A boutique fund manager has teamed up with a financial planning firm and a stockbroker to offer a direct property fund for the self-managed superannuation fund market....
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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....