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FUND MANAGER
Financial planning
Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...
Editorial
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
Editorial
Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...
People & Products
The managing director of Lynx Financial Services, Stuart Abley, has resigned from the ING owned dealer group in protest and joined rival IOOF Funds Management....
People & Products
John Tuxworth has become the latest Sagitta Rothschild senior executive to fall victim to the Westpac Bank’s decision this week to purchase the BT Financial Group....
Financial planning
Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...
Financial planning
Ausmaq is planning to launch its first broadside in the already highly competitive race to become the pre-eminent provider of a managed fund hub for the Australian funds ...
Financial planning
Accounting consolidator Stockford has invested in an online tool which will provide advisers using its master trust Web site with the latest news and information as sourc...
Financial planning
Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...
Financial planning
JOHN WILKINSON reports, two research houses are making serious attempts at presenting an independent picture of what is happening in the hedge fund management sector....
Editorial
As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...
Financial planning
HEAD of the Tom Collins Consultancy, Tom Collins, has launched an online document management hub called Offerdox....
Financial planning
THE MELBOURNE-based Treasury Group has announced its intention to acquire a stake in a series of small fund managers as part of an ambitious bid to become an umbrella gro...
Editorial
What was once an investment class largely ignored by Australian investors has now emerged as a market contender. KATE KACHOR examines the rise and future of hedge funds....
Editorial
As hedge funds become ever more popular, a dazzling array of options are becoming available. LACHLAN GILBERT takes a look at these options and how they operate in the mar...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....