FUND MANAGER

Financial planning

St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management to bring the number of boutique fund mana...

Financial planning

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Financial planning

Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...

Financial planning

Van Eyk has moved to deflect attention from a spate of recent departures to competing research group, Mercer Investment Consulting, by announcing a new head of distributi...

Financial planning

Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....

Financial planning

Some small cap funds have reopened their doors in recent times, but others think the sector is on the way down. Liam Egan reports....

Financial planning

Growth orientated super funds have had a bumpy start to the 2004/05 financial year but ended the September quarter in positive fashion after global shares markets, Austra...

Financial planning

Research group Lonsec’s scepticism as to the capacity of domestic fund managers to establish thriving global equity arms has prompted it to place Perpetual Trustees Austr...

Funds management

Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...

Financial planning

ING re-opened its small companies fund to retail investors yesterday following a 20 per cent drop in funds under management since the fund closed to avoid potential capac...

Financial planning

Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...

Financial planning

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Financial planning

Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...

Financial planning

Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...

People & Products

Melbourne-based boutique property fund manager SG Hiscock has launched a domestic equities investment division and hired former HSBC Asset Management head of Australian e...

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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 6 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 4 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 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...

6 days 12 hours ago