FUND MANAGER

Financial planning

The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...

Editorial

Past performance is no indicatior of future performance is an oft qouted statement so then why is there any emphasis placed on it by fund managers and financial planners....

Financial planning

In early January, Hunter Hall International announced it was in the advanced stages of planning a listed investment company (LIC), and that between $50 million and $200 m...

Funds management

Managed funds research house Morningstar is claiming managed funds are able to beat any given benchmark but few do so, due to a lack of manager skill....

Financial planning

In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....

Financial planning

It is not only Trafalgar Managed Investments’ property expertise that attracts investors, but the group’s ability to position itself as a fund manager with a financial st...

Financial planning

K2 Asset Management was established in July 1999 by former Hong Kong-based HSBC Asset Management director, Mark Newman and former BT executive vice-president, Campbell Ne...

Financial planning

At the Money Management Fund Manager Of The Year awards in May last year, Sydney-based Vertex Capital Management took out top honours in the new category of ‘Alternative ...

Financial planning

St.George-owned Ascalon Capital Managers has taken a 25 per cent equity stake in Victoria-based boutique fund manager First Samuel, taking the group’s equity positions in...

Financial planning

Boutique property fund manager MacarthurCook Investment Managers has been given an encouraging assessment by Assirt, but the research house raises concerns over the risk...

Financial planning

IOOF has appointed a new group head following a five month search to replace incumbent managing director Rob Turner, who is scheduled to depart at the expiration of his c...

Financial planning

Newly launched retail distribution group The Private Collection has launched its second fund - an income fund offered by boutique fund manager Westpoint Corporation....

Financial planning

Managed funds research house Assirt has restructured its research analysts along sector lines ahead of a recategorisation of some funds....

Superannuation

OFM Investment Group is set to increase its product manufacturing capabilities with plans to launch a number of offerings specifically focusing on post-retirement product...

Funds management

Pengana Capital is set to launch a series of hedge funds after striking an agreement with Chicago-based hedge fund manager HFR Asset Management LLC (HFR) to offer a colle...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago