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Financial planning
The investment management division of the Melbourne based Equity Trustees group, EQT Fund Management, has launched a small companies fund targeted specifically at retail ...
Financial planning
Morningstar has confirmed BNP Paribas’s one star manager rating following the qualitative assessments of its subcontracted investment management and international equitie...
Financial planning
A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....
Funds management
AXA retail funds and superannuation marketing national manager Mick O’Brien has become the group’s new chief investment officer (CIO) after AXA decided to combine the rol...
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...
Funds management
AMP Henderson Global Investors' (AMPH) former New Zealand equities manager Stephen Walker is suing the company for nearly NZ$1 million....
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
The retailisation trend does not appear to be a local phenomenon, generated by our market conditions but rather is also evident in international markets....
Financial planning
A meeting of the minds facilitated by Morningstar recently concluded that international sharemarkets offer the best growth opportunities for Australian investors in the n...
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...
People & Products
The last remaining founder of Portfolio Partners, David Slack, has left the company which he co-founded the company in 1994 with Keith Ince and a group of former County N...
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...
Financial planning
Rothschild Australia Asset Management is set to enter into three new strategic alliances that will see it outsource its global fixed interest, global listed property and ...
Financial planning
Over the past month, ING Australia has retrenched close to100 people across the board following an overall reorganisation of the business....
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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Podcast
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...