FUND MANAGERS

People & Products

Pinnacle Investment Management has appointed Steve Gamerov as director of product and strategy, which the company claims will further support the growth of its 'house of ...

Financial planning

Lonsec picked first-time winner in this category, Perennial Value Smaller Companies Trust, out of the crowd of competitors thanks to its strong, sustained performance and...

image
Financial planning

A clear separation of the responsible entity (RE) from the fund manager and product promoter will increase investor protection significantly, according to Equity Trustees...

image
Editorial

Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....

image
Editorial

The repeal of the Foreign Investment Fund rules (FIF) should have a significant impact on the alternatives space in the coming months....

image
Financial planning

The Australian Direct Property Investment Association (ADPIA) has shifted the focus of its members and their investors, and has announced it will soon be seeking member a...

Financial planning

Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...

Financial planning

Australian fund managers with an excellent investment track record could be misleading investors by overstating their investments skills, according to research from Londo...

image
Financial planning

Different mortgage fund managers use different tactics to address liquidity issues, and a uniform approach has not been seen yet, according to Standard & Poor's Fund Serv...

Financial planning

Less benchmark-constrained international equity fund managers have outperformed their more constrained peers, because they are more easily able to take advantage of oppor...

Funds management

Fund managers warn that blindly relying on growth stocks to provide outperformance will not work in the changing economic environment....

Funds management

BCS Capital, in partnership with investment advisers Brookvine, has launched a unique Australian equities investment approach that identifies a company's fundamental prof...

image
Financial planning

Redemptions from mortgage funds have slowed and may plateau in the next few months, allowing fund managers to focus on building liquidity and investments, according to Au...

image
Financial planning

Multiport has launched a managed account service in partnership with boutique fund manager EIM Capital Managers....

image
Funds management

Standard and Poor's research has identified a trend of fund managers establishing or joining boutiques during 2010....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 12 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. ...

2 days 3 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 7 hours ago