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FUND MANAGER
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
Funds management
Research house Lonsec has taken the UBS Property Securities Fund off ‘fund watch’ and reinstated its previous rating of ‘highly recommended’ following the appointment of ...
Financial planning
The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....
Financial planning
The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...
Funds management
Macquarie Bank has signed an American fund manager that invests in global property securities to the fifth instalment of its Professional Series....
Financial planning
Australian Unity Investments has formed a joint venture with boutique manager Platypus Asset Management to offer Australian retail equity products....
Funds management
While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....
People & Products
Boutique property fund manager and developer Sovereign MF has appointed industry stalwart Colin Owens to build its distribution strategy....
Funds management
The relatively weak performance of large cap stocks and some poor decisions on individual stock selection have led researcher Morningstar to rate Macquarie’s internationa...
People & Products
Melbourne-based research house Lonsec has placed the UBS Property Securities Fund on hold, following the exit of UBS property head John Snowden to Colonial First State....
Financial planning
Industry superannuation funds have emerged as the initial winners in the early stages of Australia’s new choice of super fund environment, according to a survey conducted...
People & Products
Credit Suisse Asset Management’s head of retail distribution Chris Larsen has left his role to take up the same position at Deutsche Asset Management....
People & Products
Former senior research analyst at InvestorWeb Rodney Sebire has ended a short stint at Skandia to go to hedge fund manager Mann Investments....
Financial planning
National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....
Financial planning
Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...
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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....