FUND MANAGER

Financial planning

Socially responsible investments (SRIs) promised much in recent years, but what have they actually delivered? Matthew Haigh reports....

Financial planning

Equity Trustees has aligned with global bond manager Pimco and international property group Jones Lang LaSalle to launch a range of offshore retail products in the Austra...

Financial planning

Boutique property fund manager MacarthurCook Investment Management is set to launch its first funds before the end of the calendar year almost a year after former head of...

Financial planning

Platinum Asset Management and Macquarie Wrap Solutions have resolved a brief but public dispute after Platinum moved to withdraw its funds from the latter’s platform inve...

Financial planning

When the chairman of Hunter Hall International, Peter Hall, founded the ethical fund manager back in 1994, it was a one-man band that took four years to reach $30 million...

Editorial

Some advisers have successfully recommended direct equities. But Rob Keavney argues that for most, the difficulties involved will swamp the perceived benefits....

Financial planning

Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...

Financial planning

There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...

Financial planning

The time for a financial planning reality TV show is long overdue, says Nick Bruining....

Editorial

IOOF has reported strong fundamentals for the 2003 financial year with revenue up 32 per cent to $160 million and an after-tax profit of $34 million, which compares to th...

Funds management

Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....

Editorial

Difficult investment markets inspire the search for simplistic solutions. Dominic McCormick says it’s time for a more sophisticated approach....

Editorial

Hedge funds promised investors they would be the panacea for poor returns, but have they measured up to their promise? Charles Beelaerts reports....

Editorial

The poor performance of some traditional asset classes is fuelling investor appetite for hedge funds. Craig Phillips asks whether this interest is part of a long-term phe...

Financial planning

Long/short funds are the darling buds of hedge funds as their strategies are “impossible to beat” and offer investors an investment “nirvana” in comparison to the strateg...

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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 5 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 3 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. ...

6 days 4 hours 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...

5 days 8 hours ago