FUND MANAGER

Financial planning

Schroders Investment Management named Fund Manager of the Year at the 2009 Money Management/Lonsec Fund Manager of the Year Awards....

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Financial planning

Opis Capital has rebranded to ensure it is not tainted by similarly-named financial services organisations....

Financial planning

Despite the scepticism, gold has a role to play in investment portfolios, writes DOMINIC McCORMICK...

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Financial planning

National Money Management BDM of the Year award winner to be announced at the Fund Manager of the Year awards on May 14....

Financial planning

Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER ...

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People & Products

Brisbane-based funds management and administration company DDH Graham has assumed the role of responsible entity of the Investment Access Funds of Q Invest, the financial...

Financial planning

Commonwealth Property Office Fund and CFS Retail Property Trust decline 11.9 per cent and 3.7 per cent respectively over three-month period....

Financial planning

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

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Financial planning

Fund manager unable to find solution to redemptions freeze....

Financial planning

Macquarie's agribusiness operations, including its managed invested schemes, have been merged into a single division; looking to expand and raise capital overseas....

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Financial planning

Continues to reduce debt levels and improve key portfolio assets....

Funds management

Difficult times are requiring flexibility in the funds management world, with Melbourne-based Hastings Funds Management deferring the payment of its incentive fee from it...

Financial planning

Standard & Poor’s survey reveals a funds management industry struggling with tough times and facing both product and industry consolidation....

Financial planning

The fallout from the financial crisis has hit platforms hard, with funds under administration and their bottom lines slumping dramatically. And as John Wilkinson reports,...

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Financial planning

Plan to have units in the Adelaide Managed Funds Asset Backed Yield Trust acquired by the bank have been quashed by the regulator....

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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 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 4 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...

5 days 8 hours ago