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RISK MANAGEMENT
Editorial
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Financial planning
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
Editorial
This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...
Financial planning
A high level of fiduciary care towards clients is not just a regulatory requirement, but sensible risk management for advisers as well, according to Equity Trustees head ...
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
People & Products
MLC & NAB Wealth has announced its retirement solutions team will focus on expanding its superannuation offerings, with the appointment of three new senior managers....
Financial planning
Amid continuing speculation that more AXA practices are departing for MLC, it is understood that most of them have decided to stay, signing a so-called 'welcome package'....
Funds management
There have been significant changes in the multi asset sector in the past 18 months, with the old feeder fund-of-hedge-fund model now dead, according to the latest Standa...
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
Financial planning
Hedge funds have been knocked around in recent times, but there’s nothing like a return of 13.2 per cent after fees to make someone sit up and pay attention....
Financial planning
Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...
People & Products
BlackRock Investment Management has recruited a former National Australia Bank proprietary trader to manage one of its global funds....
Financial planning
They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...
Financial planning
Three times in a row makes it a hat-trick for Schroder Investment Management, which has once again been crowned the 2011 Money Management/Lonsec Fund Manager of the Year....
Financial planning
Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....