PORTFOLIO MANAGEMENT

Financial planning

The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...

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People & Products

Select Asset Management has been appointed to manage three investment funds of Melbourne portfolio solutions provider Finovia Portfolio Solutions....

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Financial planning

When it comes to fund manager performance in 2008-09, Amal Awad reports that the best-performing managers are those whose investment returns have plumbed lesser depths....

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Financial planning

Investment managers are not taking account of the extreme risk in constructing portfolios, giving rise to the need for better education and research....

Financial planning

S&P concerned about commitment to fund....

Editorial

Financial planners are limited in what they can achieve for clients, but insightful and regular communication is essential when times are tough...

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Financial planning

Strategic alliance for delivery of managed account solution....

People & Products

Will oversee debt strategy and non-equity strategies....

Financial planning

CommInsure jumps five places to market leader in stand-alone and master trust adviser driven new sales among financial advisers this year....

Funds management

Three key research and trading appointments....

Financial planning

AUI implements DSTi front and middle-office solutions....

Financial planning

Investors demand value from active managers....

Financial planning

Cuddy and East leave Australian equities team....

Financial planning

The fund manager changes name to Fortis Investment Management Australia....

Financial planning

Investing for income doesn’t have to be a high risk game. The Zurich Investments Equity Income Fund aims to generate 10% income pa from a portfolio of blue-chip Australia...

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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 1 day 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 6 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 2 days 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 1 day ago