AUSTRALIAN EQUITIES
Financial planning
An asset allocation specialist at a leading funds management organisation has warned financial planners against recommending strategies that attempt to “mastermind” the c...
People & Products
Research house van Eyk has appointed Invesco as an underlying Australian equities manager to its Blueprint Series, following a review of the Australian equities sector....
Financial planning
Banking giant, ANZ has beefed up its presence in the Australian equity market with the launch of Sentinel, its first capital protected equities trust....
Financial planning
Boutique fund manager Plato Investment Management has established an academic board to assist in the research and development of its quantitative investment processes....
Funds management
International equities heavy weight Platinum has once again proved popular with financial planners, but new research has revealed there is a rising star in the asset clas...
Financial planning
Bearing up well in uncertain times...
Financial planning
Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...
Funds management
The chief investment officer of an Australian equities fund manager believes investors this year will reap solid returns from market sectors that have performed poorly ov...
Funds management
Global equities now appear to be better relative value than Australian equities, and provide diversification against significant security and sector-specific risks in the...
Editorial
Macquarie Bank has posted an after tax profit of $A730 million for the half year ending September 30, 2006, representing an increase of 51 per cent when compared to the r...
Editorial
A 5 per cent increase in first quarter funds under management by Perpetual Investments has encouraged the group to forecast a 10 per cent increase in interim after-tax op...
Never miss the latest news and developments in wealth management industry
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...