FUND MANAGERS

Funds management

According to Towers Watson, fund managers’ return expectations for US and Australian equity markets are at their lowest since 2008....

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Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

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Funds management

Both major global listed property indices returned more than 25 per cent over the year to November 2012, but most fund managers fell short of the benchmark, according to ...

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People & Products

Colonial First State Global Asset Management (CFSGAM) has bolstered its senior leadership team with three new appointments....

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Financial planning

Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...

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Funds management

Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...

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Funds management

The flurry of regulatory change out of the US and Europe has served to challenge Australian investment managers....

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Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

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Financial planning

Equity Trustees has signed up to specialist cross-border transaction network Calastone....

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Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

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Financial planning

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

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Funds management

Local Government Super has awarded a $90 million mandate to Hermes Fund Managers to launch its Environmental, Social and Governance (ESG) strategy....

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Funds management

The Australian Securities and Investments Commission (ASIC) has released an updated investor guide on unlisted property schemes, urging investors to seek financial advice...

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Funds management

Financial planners are ditching direct equities for managed funds, according to Zenith head of sales and marketing John Nicoll....

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Funds management

ASIC is seeking penalties against the unlicensed operators of more than 12 offshore managed investment funds, which were found to comprise a single unregistered managed i...

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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 ago

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

3 weeks 5 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 4 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 19 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...

23 hours 27 minutes ago