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Financial planning
Morningstar’s recent business and management strength rating assessment of Advance Asset Management has placed significant question marks over the business’ ability to ma...
Financial planning
Listed financial planning dealer group Fiducian Portfolio Services has reshuffled the list of managers on its Australian Shares Fund, awarding two new Australian equity m...
Financial planning
Merrill Lynch Investment Managers’ (MLIM) international performance has been slammed by Assirt, with the research house branding the group’s international shares and Glob...
Financial planning
AXA Asia Pacific is set to establish its fourth financial advisory business in Australia, following its agreement to pay $201 million for the purchase of financial servic...
Financial planning
Running a successful hedge fund is not a black art according to a leading US hedge fund manager. JOHN WILKINSON outlines some of the secrets to running a successful hedge...
Financial planning
Deutsche Asset Management (DAM) has been contracted by Zurich to implement the investment mandates formerly carried out by Scudder, effectively making Zurich a client of ...
Financial planning
Morningstar has confirmed BNP Paribas’s one star manager rating following the qualitative assessments of its subcontracted investment management and international equitie...
Financial planning
The venture capital investment market in Australia is expanding but still trails that of similar markets such as the US and UK, particularly in the area of informal inves...
Funds management
Fiducian Portfolio Services has increased its exposure to fixed interest with the appointment of Barclays Global Investors Overseas Bond Index Fund to its fixed interest ...
Financial planning
Australian agribusiness investment manager Timbercorp is allowing investors to diversify into three different plantation projects: eucalyptus, olives and almonds via a ne...
Financial planning
Invesco Australia appears to have been given much needed breathing room by research group Morningstar despite recording only a two star ranking and weathering a tumultuou...
Financial planning
National Australia Financial Management (NAFM) has failed to pull itself out of a two star Morningstar rating, reflecting a relatively ‘poor quality’ fund manager, despit...
Funds management
Citigroup Asset Management has signalled the end of its direct management of retail funds after pulling out of managing the funds of the flagship retail superannuation o...
Financial planning
AMP Henderson's New Zealand equities team is back up to full strength after the sudden loss of its two key players last year....
Funds management
One of the few remaining funeral bond provider, the Melbourne-based State Trustees has dropped AMP Henderson as investment manager on its funeral bond....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...