In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...
Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...
The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...
You wouldn’t think that spending hours looking at ‘dogs’ would be the best way to win Money Management’s Fund Manger of the Year award for Australian equities. But that’s...
Netwealth director of distribution and marketing Matt Heine says the favourite parts of his role are the people, the clients and the “challenge”....
Daring to be different can pay dividends for boutique managers, but there is no easy formula for success, FREYA PURNELL discovers....
Assirt claims the net retail inflows top five show a mixed bag of managers, both specialist and generalist, and that the largest flows have been into defensive investment...
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....
Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....
With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...