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People & Products
Dugald Higgins has been promoted to the expanded role of head of responsible investment and real assets....
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Funds management
Pengana Capital has received two ratings for its international funds after being put ‘on hold’ and seeing redemptions following the departure of two portfolio managers....
Features
With the outlook still uncertain for retail and office sectors, Oksana Patron explores where fund managers are finding their alternative property exposure....
Financial planning
Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....
Funds management
Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....
Rate the raters
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
Funds management
Increased demand for a dedicated rating scale will include ratings of ‘Index Highly Recommended’, ‘Index Recommended’ and ‘Index Approved’....
Funds management
Australia’s listed property funds have experienced a strong turnaround and the sector’s average returns were only beat by global equities in the March quarter, according ...
Funds management
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
Funds management
DNR Capital’s Australian Emerging Companies fund has been upgraded to ‘recommended’ by ratings house Zenith....
Financial planning
Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...
Funds management
Zenith Investment Partners has announced the winners of its annual Fund Awards, recognising excellence in funds management across 22 categories....
Rate the raters
For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lons...
Funds management
The rise of index-based strategies and exchange traded products shows a major shift in market and has grown in tandem with adoption of responsible investing principles, a...
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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...