ASSET MANAGEMENT
People & Products
Contango Asset Management investment services director, Carol Austin, and managing director of Goldman Sachs & Partners Australia, Stephen Fitzgerald, have been appointed...
Financial planning
Australian Unity Investments (AUI) has formed its sixth joint venture, this time with a fixed interest team led by former Aberdeen Asset Management chief executive Bill B...
People & Products
K2 asset management has recruited Jeff Thompson as a fund manager for its K2 Select international fund, increasing the size of the funds management team to 10....
Financial planning
Former Amundi chief Richard Borysiewicz joins boutique as director of sales....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...