AUSTRALIAN EQUITIES
Editorial
When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...
Financial planning
JBWere Investment Management has rolled out an Australian Equities Fund targeting retail investors with as little as $5000 to invest....
Financial planning
Macquarie Investment Management has given its diversified balanced funds a more conservative tilt after conducting a wide-ranging review into the structure of the funds....
Financial planning
BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...
Financial planning
Barclays Global Investors (BGI) has received the thumbs up from Assirt with its overall rating moving up from competent to strong with Assirt paying particular focus to t...
Financial planning
Challenger has launched a master trust featuring a range of boutique managers specialising in Australian equities....
Funds management
National Asset Management (NAM) has made a further step towards the restructuring of its investment process taking on six external managers for the Australian equities s...
Financial planning
InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...
Financial planning
ING has made moves into the socially responsible investing (SRI) market with the launch of two wholesale funds which are being made available to the retail market through...
Financial planning
Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...
Funds management
The international and domestic sharemarkets were already suffering significant losses prior to the negative impact of the terrorist attacks in the US, according to result...
Financial planning
Tower Managed Funds now shares the same status as Tyndall as a one star fund manager, after Morningstar announced a downgrade yesterday....
Financial planning
Challenger has signed off the year to June 30 on a positive note with an after tax profit increase of 91 per cent....
Financial planning
Rothschild and ING have become the latest major name fund managers to join the long line of managers embracing ethical investments....
Financial planning
When the Dimensional Value fund hit the top rung of the performance ladder for the year to May 31, the financial services industry let out a collective cry of surprise. J...
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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...