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AUSTRALIAN EQUITIES
Financial planning
The BT Financial Group has indicated it has shifted its investment strategy with a stronger focus on stock selection and valuation....
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...
Financial planning
UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...
Funds management
Boutique value manager, Investors Mutual Limited (IML), has scored the first ever Rising Star Award, which recognises new and emerging managers across the industry....
Financial planning
Managed funds research house Assirt has given Citigroup Asset Management Australia (CitiAM) a mixed report card stating it is performing well in domestic markets but need...
Funds management
UBS Global Asset Management has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back-to-back wi...
Financial planning
Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...
Financial planning
Fund manager Deutsche Asset Management (DeAM) has launched a new small caps fund, the Deutsche Australian Small Companies Fund, to take advantage of a perceived gap in th...
Financial planning
The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...
Financial planning
JBWere and Goldman Sachs today formalised the merging of their Australian and New Zealand operations in a deal which sees the latter take a 45 per cent stake in the Melbo...
Financial planning
Netwealth is to offer unlimited Australian equities investment choice in its superannuation master trust....
Financial planning
US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
Banks, platform providers and technology providers are likely to be the groups to benefit from the roll-out of separately managed accounts (SMA) into the Australian marke...
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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...