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PROPERTY
Funds management
The listed property team at Principal Global Investors (PGI) will leave the group in a month after its three members, Stuart Stuckey, Mark Thorpe-Apps and Ern Koh, resign...
Financial planning
Australian Unity Funds Management has been awarded an overall rating of ‘competent’ by research house Assirt in the areas of business management and operating capability....
People & Products
AMP Henderson Global Investors senior Australian economist Simon Doyle will end his 15 year association with the group after the announcement he will join Schroder Invest...
Funds management
Perpetual James Fielding has launched its first fund - a wholesale property securities fund - following the creation of the joint-venture by Perpetual Trustees and the Ja...
Financial planning
Growth-options within superannuation funds - those with a 70/30 split between growth and conservative investments - are experiencing one of their most volatile periods of...
Financial planning
Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....
Funds management
BT/Sagitta property analyst Damien Barrack has left the group less than two weeks after the departure of listed property director Carlos Cocaro....
Financial planning
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
Financial planning
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
Financial planning
Ratings-house Assirt has awarded Barclays Global Investors’ (BGI) new Hedged International Share Fund a four star rating after the fund’s launch this week....
Financial planning
The Australian Securities and Investments Commission (ASIC) has banned a South Australian man from acting as an investment adviser or as a representative of a securities ...
People & Products
Global investment firm, The Russell Investment Group, has added an additional investment manager to both the Russell Australian Property Securities Fund and the hedged Ru...
Funds management
Australian Unity will suspend inflows into its Healthcare Property Trust for up to six months as the fund has fallen victim to its own success according to the fund mana...
Financial planning
Equity markets still have some way to go before they reach long term positive territory. Jason Spits looks at the hurdles that lie ahead....
Editorial
Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...