FUND MANAGER

Financial planning

Investment processes have traditionally gravitated toward either quantitative or qualitative analyses, with the two disciplines rarely being combined. But MIR Investment ...

Financial planning

Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....

Financial planning

IWL-owned research house InvestorWeb, Melbourne-based research house Lonsec and platform provider Navigator have extracted replacement funds analysts from what various in...

Financial planning

Two of Basis Capital’s funds have been rewarded with a coveted five star rating from research house Standard and Poor’s....

Funds management

Performance may be king for boutiques, but they will always remain small fry unless they can secure distribution. John Wilkinson spoke to some of the more successful bout...

Financial planning

What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...

Funds management

Following the defection of Colonial First State’s global listed property team to Perennial, Morningstar has downgraded the CFS global property strategy to its lowest rati...

Financial planning

The founder and venture capitalists who put the reverse mortgage outfit Bluestone Group together have sold 40 per cent of the company to Dutch bank ABN Amro and another 1...

Financial planning

Franklin Templeton is looking to take advantage of its overseas market experience and knowledge to increase its presence in the Australian retail investment space by offe...

Financial planning

A new boutique fund manager set up by three former Challenger Financial Services senior executives has seen its first property syndicate successfully filled....

Funds management

Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....

Financial planning

Despite the poor performance of the listed investment company market of late, fund manager HFA Asset Management has attracted a $120 million capital raising for Accelerat...

Financial planning

A decision by fund incubator Equity Trustees to take a more active management approach has prompted research house Standard and Poor’s (S&P) to give four of its funds an ...

Financial planning

Boutique fund manager Five Oceans opened for business this week with the launch of its inaugural international equities fund....

Financial planning

Boutique fund managers have dominated the highest rated category awarded by Lonsec as part of its review of the large cap Australian fund sector....

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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...

4 weeks 1 day 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. ...

1 week 6 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. ...

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 1 day ago