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PORTFOLIO MANAGER
Financial planning
The BT Financial Group has indicated it has shifted its investment strategy with a stronger focus on stock selection and valuation....
Financial planning
The Australian share market performed well in March ending the month up 4 per cent, a strong showing considering the roller coaster ride international equity markets prov...
People & Products
Macquarie Funds Management (MFM) has expanded its investment team with two new recruits to meet the additional demands of its growth in funds under management....
Financial planning
Vertex Capital Management was able to achieve low volatility and good absolute returns in its Relative Value Fund this year to win the Money Management/Assirt Fund Manage...
Financial planning
Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...
Financial planning
AXA has brought the asset consulting of its superannuation products in-house, awarding the work to Ipac which had previously been handled by van Eyk Research....
People & Products
ING Australia has announced the departure of its chief executive officer John Wylie less than 24 hours before ANZ Bank revealed its 49 per cent stake in the joint ING Gro...
Financial planning
Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...
Funds management
Australian equities analysts Jack Chemello and Misha Collins have left ING Investment Management after only 12 and 2 1/2 months respectively to return to their previous e...
Financial planning
The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...
Editorial
Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....
Financial planning
Independent master trust provider Strategic Investments Australia has appointed two boutique Australian equity managers to its Strategic Super Master Plan, and restructur...
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...
Financial planning
Managed accounts can provide investors with directly held shares while boosting their tax positon, and as Martin Crabb writes, they do so much better than regular managed...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...