INVESTMENT MANAGER

Funds management

Non-aligned dealer groups looking to launch white label platforms have emerged as a key development resulting from the shift to fee-for-service, according to market exper...

Financial planning

High-profile boutique fund manager 452 Capital is on the brink of losing its CEO Lyndsey Hancock and its remaining two joint investment heads Suellen Morgan and Mary Fero...

Financial planning

AMP Capital Investors has launched a global listed infrastructure fund that the investment manager says will provide retail investors with exciting growth opportunities i...

Financial planning

Colonial First State Global Asset Management (CFSGAM) has announced a number of senior appointments in the Global Resources investment team, bringing the total headcount ...

Financial planning

Standard & Poor’s Fund Services (S&P) has placed three of BT Investment Management’s (BTIM's) diversified funds ‘on hold’ following a change in its portfolio manager....

Financial planning

Van Eyk Research's Three Pillars Portfolio Managers is underwriting a $36.4 million rights issue in the ING Real Estate Entertainment Fund (IEF)....

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Financial planning

Financial advisers and superannuation fund trustees can be exposed to legal risk from disgruntled fund members and clients if investment returns fail to reflect the perfo...

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Financial planning

S&P places Morgan Stanley's FX Alpha Funds 'on hold' as uncertainty surrounds their future....

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 ...

Financial planning

The popularity of separately managed accounts (SMAs) continues to improve, with the second annual review of the Australian SMA sector from Standard & Poor's Fund Services...

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Financial planning

Trust Company is seeking to be appointed as the replacement responsible entity for 10 Trio Capital managed investment schemes....

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Financial planning

Treasury Group adopts a more active investment strategy to improve returns....

Financial planning

Multi-managers feel the increasing sophistication of their investment approach is making it less of a challenge to demonstrate that they can deliver enough active return ...

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Financial planning

India's growth story is more positive than most emerging markets, according to Fiducian investment manager Conrad Burge....

Financial planning

Standard and Poor's has maintained its ratings on two Colonial First State funds despite the departure of global resources head David Whitten....

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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 6 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 10 hours ago