AUSTRALIAN EQUITIES
Financial planning
For the second time in a week investors have been told to hold off on investing in funds managed by Colonial First State, sparking expectations of radical changes to the ...
Financial planning
Research house van Eyk has dropped Macquarie’s style neutral Alpha Plus Fund as an underlying investment from its Blueprint Australian Shares Fund in favour of competitor...
Funds management
Domestic equities may have driven double digit superannuation returns over the past two years but investment managers are becoming increasingly concerned that they have b...
Funds management
Research house Standard & Poor’s has finally finished its assessment of the new faces in charge of building most of Colonial First State’s Australian Equities funds, and ...
Funds management
The Australian share market continues to be an impressive performer for investors, with the latest Intech research showing the S&P/ASX 200 Accumulation Index produced a t...
Financial planning
In a single stroke expansion of its Australian operations, Fidelity Investments has launched 10 new investment funds at once, including single country funds, regional fun...
Superannuation
If there’s a constant in the ongoing industry debate over net benefits to super fund members, it is the regularity with which the key players have asked the Australian Se...
Financial planning
Global fund managers WestAM and Mellon Financial have announced plans to merge some of their operations into a 50:50 joint venture, in a move that will give Mellon a much...
Financial planning
Maple-Brown Abbot has been replaced by MIR Investment Management as part of a suite of substantial mandate changes to Advance Asset Management’s billion dollar multi-blen...
Financial planning
In what represents the first fall-out resulting from a recent senior departure from Portfolio Partners, Asset Super has decided to move its $28.2 million Australian equit...
Financial planning
Most of Colonial First State’s Australian equities funds have been given an ‘on hold’ rating by research house Standard & Poor’s due to the departure of a key staff membe...
Financial planning
Sealcorp has restructured its separately managed account (SMA) funds, moving from investing in various underlying managed funds to a multi-manager structure using mandate...
Financial planning
Individual managed accounts (IMAs) have been touted as the next big thing in financial services for a number of years. Admittedly, nobody knows exactly how many funds und...
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...