AUSTRALIAN EQUITIES
Financial planning
HSBC’s overall three star rating from Morningstar has survived a review by the research house which had scaled down the majority of the fund manager’s qualitive ratings....
Financial planning
The agribusiness industry has some serious hurdles to overcome if it is to become part of the mainstream of investments recommended by financial advisers in Australia....
Financial planning
Deutsche Asset Management (DAM) has been contracted by Zurich to implement the investment mandates formerly carried out by Scudder, effectively making Zurich a client of ...
Financial planning
BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...
Financial planning
The Australian equities market has experienced an influx of new managers over the past few years, resulting in greater choice for investors and a more competitive market ...
Financial planning
The agribusiness industry will continue to show all the hallmarks of an immature branch of the investment industry unless it aligns itself with Australian equities rather...
Financial planning
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Funds management
Investment research house van Eyk has placed a ‘hold’ rating on Deutsche Asset Management’s capabilities in the listed property trust sector....
Funds management
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Financial planning
The latest news from within the Commonwealth Bank group is just the closing moves in one of the biggest industry mergers in recent years. GEORGE LIONDIS looks at where it...
Financial planning
Tyndall Investment management has been rewarded for adhering to its deep value style, with research house Assirt today upgrading the manager’s Australian share products f...
Financial planning
Morningstar has reconfirmed the Tower group’s one star rating indicating a relatively ‘very poor quality’ fund manager....
Financial planning
It is as spectacular a fall from grace as you are ever likely to see. In the heady days of 1999 and early 2000, stock markets were floating on a wave of tech-fuelled euph...
Financial planning
The announcement that Colonial First State Investments’ long time head of Australian equities Greg Perry will resign from his post in June this year has led to Morningsta...
Funds management
The Commonwealth Bank (CBA) and Colonial First State have rolled their respective asset management divisions into one despite earlier assurances that such a move would no...
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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...