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FUND MANAGER
Financial planning
EQUITY Trustees Funds Management (EQTFM) has increased its existing range of funds with the development of three multi-sector funds; income, balanced and growth....
Financial planning
Assirt has released the findings of its six-monthly review of Perpetual Investments (PI), this time including the rating of two new sectors – the Alpha Quant Shares and A...
Financial planning
Assirt has given Deutsche Asset Management a tick for its Global Equities Opportunities Fund, but a cross for the fund manager’s international fixed interest capabilities...
Financial planning
Research house Morningstar has given Platinum Asset Management a two out of five business and management strength rating, citing the manager’s track record of solid inter...
Financial planning
AUSTOCK Brokers has taken a strategic stake in Stockford and is seeking seats on the board less than two weeks after the departure of St George from the troubled consolid...
Financial planning
HSBC Asset Management (Australia) has been given an average rating by two major research houses this week, scoring a three in Morningstar’s Business and Management Streng...
Financial planning
Rodney Gibson is a Queensland based financial planner and practising tax agent, and he’s on the hunt. Gibson is out to kill a few sacred cows at next months Queensland st...
Financial planning
Gearing has become a little too popular recently for DOMINIC McCORMICK, who says the reasons for its growth are not always in the interests of the client....
Editorial
I HAVE asked dozens of financial planners where they add value to their clients. Their usual response is through advice and strategy....
Funds management
SPECIALIST fund-of-hedge-fund manager Investor Select Advisors is looking to team up with an Australian funds management group in an attempt to grab a foothold in Austral...
Financial planning
Tower Managed Funds Limited has launched a socially responsible product with Norwegian fund manager Storebrand as the underlying manager of the product....
Financial planning
Morningstar’s recent business and management strength rating assessment of Advance Asset Management has placed significant question marks over the business’ ability to ma...
Financial planning
Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...
Financial planning
Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...
Financial planning
Sealcorp chief executive Ian Knox has called for a comprehensive review of “soft dollar revenues” across the financial services industry....
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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...