PORTFOLIO MANAGEMENT

Financial planning

Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....

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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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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 ...

Funds management

New S&P research points to continuing fund manager churn....

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Financial planning

Dealer groups are continuing a shift towards the use of model portfolios across their adviser forces, while Approved Products Lists continue to shrink...

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People & Products

Boutique fund manager Lodestar Capital Partners has appointed two new senior staff to its expanding equities research team....

Financial planning

Advanced economies attempting to recover from the financial crisis could learn a lot from the way emerging economies navigated past financial crises, according to PIMCO c...

Financial planning

Westpac Online Investing will offer market data, portfolio management, access to Aegis Research, Reuters newsfeeds and analysis from Morningstar....

Funds management

Listed financial services company Snowball will acquire Officium Capital - a responsible entity of 14 funds - in a bid to take more control of the price charged by underl...

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Editorial

Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...

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Editorial

Simple portfolios may make investors feel good but may well fail to deliver or meet expectations, writes Dominic McCormick....

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Editorial

DAMON TAYLOR reports on the successes – and failures – of fixed interest investments in light of the global financial crisis....

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Financial planning

London-based boutique currency risk manager The Cambridge Strategy has opened an office in Sydney to conduct research and portfolio management....

People & Products

Appoints six new advisers to New South Wales and Victoria....

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Financial planning

The multi-manager market has maintained its appeal during the downturn, reporting positive inflows and growth. Janine Mace reports....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 6 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks ago