FUND MANAGER

Funds management

Good REITs are being discounted to net tangible assets because of their debt structure, according to the chief executive of property manager Real Estate Capital Partners....

image
Financial planning

Rival fund manager Balmain Trilogy aims to replace City Pacific as fund manager, 97 per cent of votes received in favour....

Financial planning

Relative newcomer to the Australian marketplace Barclays Capital remains upbeat about its expectations for growth in a recessionary environment. JAYSON FORREST spoke to i...

image
Rate the raters

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

image
Financial planning

In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...

image
Financial planning

Future Fund general manager Paul Costello has placed ratings house recommendations in perspective, telling a Parliamentary committee they should not be viewed in isolatio...

Funds management

Fund manager Maple-Brown Abbott points to benefits flowing from ESG investing when it is done well....

Financial planning

In the wake of the global financial crisis, the belief that alternative investments offered a safe haven from the tumult of the markets has been shaken, and questions are...

image
Funds management

As recent events have made abundantly clear, no one is immune to the global financial crisis – regardless of reputation, size or previous long-standing success....

image
Financial planning

Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....

image
Financial planning

Everest Financial Group to wind down around 50 per cent of its funds following the completion of a review that began last October....

Funds management

The Australian funds management industry came together in May 2009 to recognise excellence in financial services with more than 300 guests attending the 22nd Money Manage...

Funds management

Integrity Investment Management may be a relative newcomer to the Australian equities space, but its team of managers is anything but inexperienced. ...

image
Funds management

The process Lonsec implemented to select the winners for each category consisted of three components. ...

image
Financial planning

Schroders Investment Management crowned the 2009 Money Management/Lonsec Fund Manager of the Year...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 5 days ago

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

1 month 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 3 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. ...

6 days 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...

5 days 4 hours ago