FUND MANAGER

Financial planning

Australian Funds Marketing has picked up its fourth overseas fund manager to represent in Australia....

Financial planning

Abstract Long...

Rate the raters

Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...

Financial planning

Much of the value of having a research house rate a financial product comes in the way of their perceived independence and their ability to offer a completely objective v...

Financial planning

Standard & Poor’s has placed four Challenger small and micro cap funds ‘on hold’ following the resignation of senior portfolio manager James Ring....

Financial planning

Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...

Financial planning

Macquarie has launched a new property fund that will invest in the agricultural sector. However, the fund manager will be buying farms, land and related agricultural buil...

Funds management

Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...

Financial planning

The wealth management industry is ripe for consolidation according to fund manager Ausbil Dexia, who also predicted that the strong returns on the Australian market would...

Financial planning

The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...

People & Products

Former HSBC Asset Management head Barry Sheehan has been appointed chief executive officer of Tyndall Asset Management, ending months of speculation on a replacement for ...

Funds management

Melbourne-based research house Lonsec has delivered an upbeat assessment of hybrid property products....

Financial planning

Credit Suisse Asset Management chief executive Andrew McKinnon has ended an 11-year stint at the Switzerland-based fund manager’s Australian operation....

Financial planning

Boutique planning firm Capstone Financial Planning has cracked the Sydney market, recruiting a practice established by former RetireInvest assistant general manager David...

Financial planning

Retail investors can now put their nest eggs into fish tanks with listed property fund manager and subsidiary of the MFS group, MFS Living and Leisure, entering into a $1...

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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 2 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