PORTFOLIO MANAGER

Financial planning

Standard & Poor's has placed the Fidelity Asia Fund 'on hold' due to the resignation of its portfolio manager following a year of underperformance....

Financial planning

Standard & Poor's has placed two AMP Australian equity funds ‘on hold’ following the departure of a key analyst....

Financial planning

Morningstar has placed a 'hold' recommendation on Souls Funds Management products following the announcement of the impending resignation of lead portfolio manager Frank ...

Financial planning

Russell Investments has appointed value fund manager Dimensional Fund Advisors to manage a portion of its Russell Australian Shares Fund....

People & Products

Former senior investment adviser at AllenbridgeEPIC Investment Advisers in the UK, David Kiddie, appointed to head AMP Capital Investor's newly-formed multi-asset group....

Financial planning

US-based fund manager Safa Muhtaseb said market growth in the US and globally is likely to exceed expectations, but that we're only in the early stages of a recovery....

Funds management

Russell Investments research suggests most fund managers believe the worst is over and have resumed their love affair with Australian equities....

Financial planning

New global infrastructure fund launched for retail and institutional investors....

Financial planning

Managers who utilise a top-down country selection approach to portfolio construction are the key driver of returns in emerging markets, according to a Macquarie Funds Gro...

Financial planning

Departure of Bovingdon from Aberdeen sees Standard & Poor's place fixed income funds 'on hold'....

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

Investors should reconsider heavy investments in large oil companies....

Financial planning

Appoints portfolio managers and plans expansion outside Australia....

Financial planning

Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....

Funds management

Bottom-up fundamental analysis and strong quantitative tools led to inclusion on platform....

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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 3 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