INVESTMENT MANAGEMENT

Financial planning

LM Investment Management vows to stop David Tweed’s Direct Share Purchasing Corporation gaining access to mortgage fund register....

Funds management

The Australian funds management industry will experience substantial growth as a result of Federal tax changes, with joint ventures expected between local and overseas co...

Financial planning

Plato Investment Management has hired a second senior portfolio manager in as many months, appointing Dr Mark Thompson to the role....

Financial planning

A large proportion of industry super funds have high numbers of relatively small investment mandates, ultimately driving up the cost of investment management for members....

Editorial

Van Eyk Research improved its bottom line last financial year, with revenue generated from investment management services outstripping that from research subscriptions....

Financial planning

BT Investment Management has hired a new portfolio manager for its Macro Strategies boutique, appointing Jason Petras to the role....

Funds management

ING Investment Management has added senior staff to its Australian listed property and small companies teams, and has added two analysts to its credit research team....

People & Products

Russell Investments has appointed industry veteran Graham Herman as its new director of capital markets research....

People & Products

MLC has appointed Michael Karagianis as an investment strategist in its investment management business....

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People & Products

Omega Global Investors has appointed a new portfolio manager, Shan Kwee, who will be responsible for portfolio construction and management, system design and development ...

People & Products

Australian Ethical has appointed its current head of research James Jordan as its chief investment officer, replacing Martin Halloran who will leave the organisation on 3...

Financial planning

While there are obvious opportunities in emerging markets, fund managers have warned that investors not lose sight of opportunities in developed markets....

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Funds management

Independently owned boutique manager Integrity Investment Management has secured the top spot in the Australian Equities (Broad Cap) category for the second year in a row...

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Financial planning

Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...

Financial planning

ING IM launches two new funds as part of a renewed push into the wholesale investment market....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 days 7 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week ago