POWERED BY MOMENTUM MEDIA
INVESTMENT MANAGER
Financial planning
Financial markets will continue to be torn between the improving global economy and concerns about policy, an investment manager believes. ...
Funds management
The stabilisation of the global economy in 2014 will see a jump in private equity buyouts, while fostering "slow-but-steady" fixed income and equities growth....
Funds management
Standard Life sells down Sydney and Brisbane exposures to focus on recovering markets....
Financial planning
Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...
Funds management
Minimum investment amounts heavily reduced to attract planners, retail investors and SMSFs. ...
Financial planning
BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....
Editorial
This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...
Financial planning
Unlisted property vehicle the Australian Property Opportunities Fund this week announced the acquisition of two neighbourhood shopping centre investments — one in Melbour...
Financial planning
Ratings house Zenith Investment Partners has announced a dedicated category for 'real return' products....
Funds management
Regulator says thirteenth EU will conclude planned Trio action....
Financial planning
Lonsec has rated yet another ETF offering – this time the four Australian ETFs of Market Vectors ETFs – the ETF business of US-based investment manager Van Eck Global....
Financial planning
A former investment manager tied to embroiled superannuation fund Trio Capital is facing jail after admitting to making false or misleading claims for financial gain. ...
Editorial
Challenger confirms 31 per cent quarterly increase in life annuity sales....
Financial planning
Former Trio director Kurt Groenveld enters three-and-a-half year enforceable undertaking with APRA. ...
Funds management
The ASX Aqua II Managed Funds Services platform will open new client channels instead of threatening existing ones....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...