POWERED BY MOMENTUM MEDIA
FUND MANAGER
Financial planning
For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...
Financial planning
Every fund manager has its own investment style – and blending those styles can reduce portfolio volatility and smooth investment returns, says Mick O’Brien....
Financial planning
Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....
Financial planning
Lifespan Financial Planning will re-price its Omniport wrap platform by the end of November in response to significant pressure being placed on fees in the market....
Financial planning
Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....
Financial planning
Australian fund managers and platform providers are moving ahead in leaps and bounds with significant enhancements to their online service offerings in the last 12 months...
People & Products
Boutique property fund manager MacarthurCook Investment Management is seeking to appoint a new head of distribution and property investment as it gears up to launch its f...
Financial planning
Your web site is nothing more than a page in a book sitting on the shelf of the central library, says Debbie Mayo-Smith. The challenge is getting people to look at it....
Funds management
Melbourne-based boutique fund manager SG Hiscock yesterday announced the launch of a global listed securities fund after striking a deal with international real estate in...
Editorial
The investment industry has long been criticised for being reactive in its provision of products. Perhaps this is partly the result of the long lead time in getting a new...
Financial planning
Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - today voted down a proposal to appoint Select Asset Management as its...
Financial planning
Asgard has relaunched its Separately Managed Accounts (SMAs) in superannuation, pensions and investments, following a review of its model portfolios....
Funds management
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....
Financial planning
The financial services industry has an ‘on the take’ attitude that needs to change, says Rob Keavney....
Financial planning
Socially responsible investments (SRIs) promised much in recent years, but what have they actually delivered? Matthew Haigh reports....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...