PORTFOLIO MANAGER

Financial planning

Active versus passive is one of the oldest debates in funds management. However, Tyndall's Craig Hobart warns those who have embraced passive strategies in the aftermath ...

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Funds management

Research house Morningstar has placed the Fidelity Global Equities Fund 'on hold' following the company’s announcement about the departure of its portfolio manager,...

Financial planning

Australian fund managers believe the Australian share market is no longer overvalued, according to a Russell survey....

Financial planning

Research house Standard & Poor's (S&P) Fund Services placed the Fidelity Global Equities Fund 'on hold' following a change in the portfolio manager for the fund, with the...

Financial planning

Matrix Planning Solutions has added new generation platform Hub 24 to existing arrangements with Wespac’s BT Wrap and ANZ’s Oasis....

Financial planning

BT Investment Management has hired a new portfolio manager for its Macro Strategies boutique, appointing Jason Petras to the role....

Financial planning

Listed property has recovered since the massive lows of the global financial crisis, but there are plenty of challenges ahead for the industry, particularly investor sent...

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Financial planning

The listed and direct property sectors continue to face challenges, but it is not a case of either or, writes Caroline Munro....

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Editorial

Financial uncertainty and disappointing returns in the global markets have raised questions about a double dip recession, something Brenda Reed deems unlikely....

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Financial planning

Former Macquarie portfolio manager, Oswyn de Silva pleads guilty on insider trading charges....

People & Products

MLC has appointed Nicky Richards as its new chief investment officer (CIO), taking over the role in which Susan Gosling, head of capital markets research, has been acting...

Funds management

Australian shares continue to improve and dividends are returning to more normal levels after increasing for the first time in 12 months, according to experts from Russel...

Financial planning

AMP Capital Investors is to acquire the $80 million RBS Social Infrastructure Trust, which will be known as the AMP Capital Community Infrastructure Fund once AMP Capital...

Funds management

UBS and MLC’s property securities funds have been placed ‘on hold’ by Standard & Poor’s Fund Services following key staff resignations....

Funds management

Emerging market economies may help buffer the global economy from Euro zone risks – but they also present their own risks, according to PIMCO....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago