FUND MANAGERS

Editorial

During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...

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Funds management

Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...

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Funds management

The liquidity issues that caused a number of mortgage funds to be frozen at the height of the global financial crisis have been addressed and these funds can now offer re...

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Financial planning

Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....

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Editorial

While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...

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Editorial

It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...

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Editorial

As the Australian Securities Exchange is about to launch Aqua II, Lucinda Beaman looks at possible outcomes for the new capability. Will it succeed or is it bound to fail...

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Financial planning

Standard & Poor's Fund Services has suffered more ratings withdrawals from major clients as a result of the recent announcement regarding the closure of its Australian bu...

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Editorial

A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...

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Funds management

van Eyk Research has sent out a word of caution to investors in global equities, warning them that fund managers who performed well in last year's risk-averse markets cou...

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Funds management

Environmental, social and governance based managed funds are holding their own despite the current volatile market conditions, and may emerge at an advantage as a result ...

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Editorial

Dominic McCormick explains why passive funds are not a low risk portfolio approach....

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Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

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Funds management

The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...

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Financial planning

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

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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 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days 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. ...

6 days 8 hours 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. ...

1 day 23 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...

1 day 3 hours ago