PORTFOLIO MANAGER

Financial planning

Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...

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Funds management

Schroder Investment Management will keep wearing its crown for at least another year after the company took out the Money Management/Lonsec Fund Manager of the Year title...

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Funds management

NovaPort Capital has taken home the Money Management/Lonsec Fund Manager of the Year rising star award....

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Funds management

Following a year of strong performance, UBS Clarion Global Property Securities Fund has been crowned the winner of the 2012 Money Management/Lonsec Fund Manager of the Ye...

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Funds management

For the second year in a row, the Cromwell Phoenix Property Securities Fund has been named the 2012 Money Management/Lonsec Fund Manager of the Year for Australian proper...

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Funds management

Long and superior experience in shorting stocks has led to fund manager Regal Australia being named the winner of the Australian equities (long short) category in this ye...

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Funds management

Investors Mutual has completed a tremendous fightback to be named winner of the Australian equities (broad cap) category of this year's Money Management/Lonsec Fund Manag...

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Financial planning

S&P has placed six Hunter Hall funds 'on hold' following the resignation of chief executive and portfolio manager David Buckland, which comes just six months after portfo...

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Financial planning

Ratings house Standard & Poor's has announced it is maintaining its four-star rating on the T.Rowe Price Global Equity Fund despite the impending retirement of its lead p...

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Funds management

Institutionally backed boutique fund managers are the best bet in the small cap space, despite their inherent 'key person risk', says Lonsec senior investment analyst Sam...

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Funds management

Bennelong Funds Management boutique Kardinia Capital has opened its Absolute Return Fund to retail investors, with the product disclosure statement likely to be available...

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Funds management

Russell Investments has reweighted both its Australian high dividend and high value indexes more heavily towards banking stocks due to anticipated share buybacks and attr...

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People & Products

Boutique fund manager Merlon Capital Partners has poached AMP Capital portfolio manager Adrian Lemme, who will move to his new position in June 2012....

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Funds management

Almost a year after starting up boutique fund manager Avoca Asset Management, former UBS small caps analysts John Campbell and Jeremy Bendeich are starting to significant...

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Financial planning

S&P rates Macquarie High Conviction Fund and Macquarie Small Companies Fund....

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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....

1 week 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 5 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 3 days ago