Ross Kelly

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Financial planning

27 Apr

After ending an exclusive distribution arrangement with BT Funds Management, one of the world’s largest investment managers, Putnam Investments, is set to make its presen...

Financial planning

27 Apr

High returns forecast for active managers

Delivering comparatively high returns despite falling yields combined with above-average capital growth has placed actively-managed commercial property investments amongs...

Financial planning

26 Apr

Challenger fund collapse hurts investors

People who invested in a Packer-backed Challenger Financial Services’ property fund that invested in a Sydney shopping centre will only get a third of their original inve...

Financial planning

24 Apr

Independence the norm for future planners

The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...

Financial planning

24 Apr

More opportunities to emerge in infrastructure

The diversity of global infrastructure assets available for investment is expected to increase in coming years, while the infrastructure market is tipped to continue to o...

Financial planning

24 Apr

Another Westpoint company on shaky ground

An associated company of Westpoint, Cinema City Mezzanine, is facing liquidation in the Federal Court of Australia as ASIC commences proceedings to wind up the company....

Funds management

21 Apr

Sagging property market boosts margin loans

The margin loan outfits at Colonial First State, St George and Macquarie Bank are still the best in the country according to researcher Cannex, which has pointed to a lac...

Financial planning

21 Apr

Labor details super switch policy proposal

Banning exit fees on super funds and restricting statements of advice to less than four pages will form part of Labor’s new financial services policy platform to be relea...

Financial planning

21 Apr

Merrill staffers defect to new Challenger backed boutique

Challenger Financial Services will facilitate the establishment of a new Australian equities boutique to be run by the three key portfolio managers who walked out on Merr...