FUND MANAGER

Financial planning

Noted small caps stock picker Frank Villante has spent much of the past year closing his ears to the “siren call” of the ongoing commodities bull market....

Financial planning

There’s a rare symmetry about MIR Funds Management winning this year’s IMCA/Fund Manager of the Year award, as well as the Australian Shares, mid and large cap, category....

Funds management

MIR Investment Management has taken out the top prize in this year’s Money Management/IMCA Fund Manager of the Year Awards, fulfilling the promise it showed at last year’...

Funds management

A Melbourne-based fund manager has launched its first retail property, which includes government-leased properties as the assets....

Financial planning

Convinced over time they will deliver returns in excess of the benchmark, researcher Zenith Investment Partners as added five products from the small companies sector to ...

Financial planning

AMP posted a 29 per cent jump in net cash inflows to $2.66 billion in the March quarter, and is flagging the strong run to continue in the wake of today’s Federal Budget ...

Funds management

Merrill Lynch Investment Management has recruited two senior analysts from Goldman Sachs JB Were, weeks after losing three of its Australian equities portfolio managers t...

Financial planning

Financial planners are threatening a boycott of Challenger products, after the collapse of one of the Packer-backed manager’s funds left clients with huge losses....

Financial planning

Standard and Poor’s (S&P) has introduced new measures to improve the transparency around fund ratings placed ‘on hold’....

Financial planning

Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...

Financial planning

Portfolio Partners is the first Australian fund manager to sign up to the Principles for Responsible Investment (PRI), a global scheme co-ordinated by the United Nations ...

Financial planning

US fund manager LSV has stated that it will not launch another Australian fund once its initial offering has been completed....

Financial planning

Diversified financial services business AVFM has reached an in-principle agreement to acquire 50.01 per cent of boutique value funds manager Armytage from Treasury Group....

Financial planning

Wrap administration provider Praemium Portfolio Services has announced its intention to list on the Australian stock exchange through an $18 million initial public offeri...

Financial planning

Challenger Financial Services will facilitate the establishment of a new Australian equities boutique to be run by the three key portfolio managers who walked out on Merr...

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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...

1 month 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 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

2 weeks 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. ...

1 week 3 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...

1 week 2 days ago