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ASSET MANAGEMENT
Financial planning
Platforms are taking a bigger slice of the investment value chain than they deserve, according to the head of asset management at Equity Trustees, Shaun Manuell....
Funds management
Australian Unity Investments has announced the opening of the Seres Asian Equity Opportunities Fund for Australian retail and institutional investors....
Financial planning
Advisers have been asked to consider the benefits of supporting fund managers who put their money where their mouth is....
People & Products
MLC has appointed Nicky Richards as its new chief investment officer (CIO), taking over the role in which Susan Gosling, head of capital markets research, has been acting...
Funds management
More international fund managers are adopting an overweight view on equities while taking a more neutral view on bonds, according to the latest HSBC Fund Managers’ ...
Funds management
Select Asset Management has made a further move to position its Customised Portfolio Solutions service with non-aligned, mid-tier dealer groups, appointing Gary Walsh as ...
Financial planning
Australia may have escaped the brunt of the global financial crisis, but as Janine Mace discovers, changes in the financial services industry on an international level me...
Financial planning
As the world looks to right the wrongs of the global financial crisis, one major problem still needs to be tackled by the wealth management sector - consumer confidence....
Financial planning
The popularity of separately managed accounts (SMAs) continues to improve, with the second annual review of the Australian SMA sector from Standard & Poor's Fund Services...
Financial planning
Multi-manager investment teams are growing, with Lonsec noting in its most recent sector review that the average number of people in a team was 9.3 in 2009, up from 5.6 i...
People & Products
JANA Investment Advisers picks up Brendan Donohoe, Domien Beckers, Ann Marco and Mary Power....
Financial planning
The strength of the Australian dollar may be beneficial to clients, but as Janine Mace points out, it also means financial advisers need to think carefully when it comes ...
Financial planning
Joint managing directors of HFA Asset Management, Oscar Martinis and Robert White, have resigned from the group, to be replaced by Craig Mowll....
Financial planning
Investec Asset Management has been awarded a $150 million 4Factor Emerging Markets (EM) equity mandate from AMP Capital Investors through its Future Directions multi-mana...
Financial planning
Switching from commissions-based remuneration to flat fees can be a "huge mental shift" for some advisers, but Elixir Consulting managing director Sue Viskovic warns that...
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MARKET INSIGHTS
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...