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FUND MANAGER
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
Funds management
Tower Asset Management has fallen victim to the continuing instability of the wider Tower group, receiving a weak rating from research house Morningstar for its business ...
Financial planning
The take-up of individually managed accounts (IMAs) in Australia will not be as great as the US experience, says HSBC Asset Management head of retail Rick Villars, who sa...
People & Products
Invesco has promoted John Ryan, formerly a member of its clients services team, to head up its retail sales, servicing intermediaries in Victoria and South Australia....
Funds management
Boutique hedge fund manager Hale and Shepherd Investments has launched its first investment product – a mixed financial commodity fund....
Financial planning
The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...
Financial planning
One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...
Financial planning
EQUITY Trustees Funds Management (EQTFM) has increased its existing range of funds with the development of three multi-sector funds; income, balanced and growth....
Financial planning
Assirt has released the findings of its six-monthly review of Perpetual Investments (PI), this time including the rating of two new sectors – the Alpha Quant Shares and A...
Financial planning
Assirt has given Deutsche Asset Management a tick for its Global Equities Opportunities Fund, but a cross for the fund manager’s international fixed interest capabilities...
Financial planning
Research house Morningstar has given Platinum Asset Management a two out of five business and management strength rating, citing the manager’s track record of solid inter...
Financial planning
AUSTOCK Brokers has taken a strategic stake in Stockford and is seeking seats on the board less than two weeks after the departure of St George from the troubled consolid...
Financial planning
HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...
Financial planning
Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...
Financial planning
Gearing has become a little too popular recently for DOMINIC McCORMICK, who says the reasons for its growth are not always in the interests of the client....
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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....