AUSTRALIAN EQUITIES
Financial planning
Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...
Financial planning
Perpetual Trustees Australia Ltd has reported a strong past six months with a 43 per cent increase in its operating profit for the half-year period to 31 December 2001, b...
Financial planning
Following a downward trend in the performance of its funds, Morningstar has downgraded Credit Suisse Asset Management from a five to a four star fund manager....
Financial planning
Just days after the announced redundancy of Invesco head of sales Tony McFadyen, Invesco Australia has confirmed the departure of one of its Australian Equities key playe...
Financial planning
National Australia Financial Management (NAFM) has failed to pull itself out of a two star Morningstar rating, reflecting a relatively ‘poor quality’ fund manager, despit...
Financial planning
Assirt has singled out for praise the Australian equities capabilities of Macquarie Investment Management (MIM) in its most recent rating of the funds management group....
Financial planning
Portfolio Partners’ High Growth Shares Trust has cracked $100 million with average returns of more than 20 per cent over a five year period....
Financial planning
AM Corporation has become the first customer to roll out a new launched online risk profiling tool from IWL, offering it as the latest service available to advisers and c...
Financial planning
Following the signing of a distribution alliance agreement between Challenger International and Credit Suisse First Boston (CSFB) late last year, Challenger International...
Financial planning
UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...
Financial planning
It is the news Investors Mutual (IML) has eagerly awaited since its very public split from Investor Web last August: Assirt has given the group the thumbs up....
Funds management
Listed property trusts (LPT) have finished 2001 as the best performing asset class for Australia investors, rewarding those who flocked to defensive sectors both before a...
Funds management
Listed financial services group Challenger International has joined the growing list of fund managers to enter the hedge fund marketplace, launching a long / short Austra...
Financial planning
AM Corporation has formally launched a multi-manager ethical and socially responsible investment vehicle giving investors access to four of the industry’s top ethical man...
Financial planning
Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...
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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...