INVESTMENT MANAGER

Funds management

Fundamental research is the key to the success of Smallco Investment Manager’s Investment fund, according to the company’s managing director, Rob Hopkins....

image
Financial planning

Task force established to implement recommendations around financial services hub....

Financial planning

BT Financial Group has completed its post-merger fund manager reshuffle, announcing changes to its manager line-up for the Australian equities, property and fixed interes...

image
People & Products

AMP Capital Investors has appointed Tim Nation as senior investment specialist for property, effective from 3 May....

image
Funds management

Fund managers have a more cautious market outlook due to sovereign risk concerns in Greece and other European countries, according to the latest Investment Manager Outloo...

Financial planning

The master relationship agreement between BT Investment Management and BT Financial Group has been extended to March 2015, although the investment manager’s exclusivity r...

Financial planning

With the Australian share market showing signs of strength, Janine Mace explains why the focus has shifted from the US to that of the Chinese economy....

image
Funds management

Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...

image
Editorial

Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....

image
Financial planning

Trio Capital's administrators will file a court application to have six former Astarra funds wound up....

Editorial

Stuart Fechner explains why separately managed accounts offer an alternative way to manage Australian share investments....

image
Financial planning

Macquarie Global Investments has launched another capital protected product in response to demand from advisers....

image
Financial planning

Standard & Poor's has placed the Advance Concentrated Australian Shares Fund 'on hold' following changes to the fund's management team and methodology....

Financial planning

PIS-owned All Star Funds has added a new fund to its stable with the inclusion of the All Star Nomura China Fund....

image
Editorial

A recent parliamentary report lamented the poor educational skills of 'mum and dad' investors and their inability to critically analyse retail investment products. But is...

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 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 12 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 16 hours ago