PORTFOLIO MANAGEMENT

Financial planning

The advice planners provide to clients goes hand in hand when it comes to what planners do with their own super. <caps>FIONA MOORE</caps><b><caps> </caps></b>asked three ...

Financial planning

Londales Securities (Lonsec) has restructured its research team and strengthened its resources with the addition of two research analysts, following the impending departu...

Financial planning

A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....

Financial planning

Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...

Financial planning

Research house Morningstar says it is definitely not pulling out of the Australian market despite continuing industry speculation that such a move is imminent....

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....

Financial planning

Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....

Financial planning

Fund managers in New Zealand are busily sniffing around financial planning firms looking to buy distribution for their products with AXA leading the moves, openly walking...

Funds management

Rothschild Australia Asset Management Limited (RAAM) has launched a global fund of hedge funds as part of an increasing suite of hedge funds products slated for release....

Financial planning

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

Financial planning

MLC has extended its MasterKey investment platform to offer a complete portfolio management system to independent financial advisers....

Funds management

In preparation for the roll out of retail and wholesale fund of funds hedge funds later this year, Colonial First State has appointed as its hedge funds consultants, Harc...

Financial planning

Online financial services provider E*Trade Australia has signed deals with seven financial planning groups to provide them with online investment and trading operations....

Financial planning

For almost every piece of the financial planning puzzle there is an Internet company in the US committed to finding the solution....

Financial planning

Advance Funds Management chief investment officer Dr Stephen Lam has scored the top post in the group, following the retirement of managing director Malcolm Robertson....

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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...

4 weeks ago

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

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week 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 5 days 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. ...

1 week 1 day 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...

1 week ago