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Financial planning
Direct investment company Explorer Group has taken a strategic stake in boutique fund manager Above the Index Asset Management and gained the services of industry stalwar...
Financial planning
Genesys Wealth Advisers have set up a separate division to cater for its richest clients and attract other multi-millionaires away from private banks and specialist bouti...
Funds management
Research house Standard & Poor’s has finally finished its assessment of the new faces in charge of building most of Colonial First State’s Australian Equities funds, and ...
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Financial planning
Most of Colonial First State’s Australian equities funds have been given an ‘on hold’ rating by research house Standard & Poor’s due to the departure of a key staff membe...
People & Products
The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...
Financial planning
MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....
People & Products
Credit Suisse Asset Management has suffered another blow to its struggling Australian equities capabilities, with the departure of group head Peter Sartori prompting one ...
Financial planning
Standard & Poor’s has removed the ‘hold’ rating it placed on Portfolio Partners’ concentrated Australian equity fund, the Elite Opportunities Trust....
Financial planning
Investors are too desensitised to terrorism for yesterday’s attacks on London to have any major impact on investment markets, according to industry participants....
Financial planning
Zenith Investment Partners has placed a sell rating on Portfolio Partners’ Elite Opportunities Trust following last month’s resignation of Chris Kourtis as portfolio mana...
Financial planning
Absolute return fund manager HFA Asset Management has attracted over four times as much money into the second instalment of its capital protected ‘Octane’ fund of funds a...
Financial planning
Portfolio Partners’ Richard Dixon will succeed Chris Kourtis as portfolio manager of the ‘high conviction’ Elite Opportunities Trust, following yesterday’s resignation of...
Funds management
BT Financial Group has reduced the US exposure in its retail global property fund from 100 per cent to 69 per cent, opening up to European and Asian markets as they in tu...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...