FUNDS MANAGEMENT

Awards

Congratulations to Kearsten James for being crowned Paraplanner of the Year at the 2016 Fund Manager of the Year awards!...

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Funds management

Investors need to diversify their income streams by looking at ‘non-traditional’ sectors such as health care, a fund manager said....

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Funds management

AB has won a $140 million mandate to manage Prime Super’s short-duration global credit portfolio, amid global interest rate uncertainty....

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Funds management

This year belonged to Macquarie Investment Management at the Fund Manager of the Year Awards, as it notched up six nominations and five wins. Congratulations!...

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People & Products

Centuria Property Funds has made an indicative non-binding offer for the GPT Metro Office Fund....

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Funds management

The former Schroder’s small cap team who created Spheria AM have tucked under the Pinnacle IM umbrella....

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Funds management

Crowdfunder DomaCom and Lloyds Business Brokers have joined forces to plan the aquisition of Kidman Station....

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Funds management

Ralton AM has been awarded a mandate by IOOF to manage its large-cap Australian equities....

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Funds management

Charter Hall targets HNW and SMSF investors with the launch of a second automotive retail property trust....

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Features

The market volatility which has marked the opening months of 2016 has served to create challenges for advisers, but volatility and leverage need not be mutually exclusive...

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Features

Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Ma...

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Features

The global financial crisis and the collapse of Storm Financial placed a spotlight on the need for adviser education and the reality that leverage is not appropriate for ...

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Features

Although the global economy appeared to slow in the second half of last year, growth is forecast to pick up somewhat this year and then to lift again in 2017. To counter ...

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Financial planning

Any superannuation fund return in solid positive territory closing out the financial year should be a cause for happiness....

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People & Products

Victorian Funds Management Corporation has appointed two new directors, Paula Benson and Lisa Gay....

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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 2 days ago

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

4 weeks 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. ...

1 week 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. ...

3 days 9 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...

2 days 13 hours ago