FUND MANAGER
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Financial planning
Merrill Lynch Equities (Australia) has been fined $120,000 by the Markets Disciplinary Panel (MDP) for not ensuring that it had in place organisational and technical reso...
Funds management
Responding to the growing demand for direct equities, Australian Unity Personal Financial Services is in the process of rolling out a direct equity policy for its adviser...
Superannuation
An ASFA submission has confirmed the degree to which super funds are evolving to meet the retail market....
Editorial
Although they haven’t exactly broken out the champagne, life has become a lot easier for fund managers over the past 12 months. Janine Mace examines the implications for ...
Funds management
Hyperion Asset Management was crowned this year's Money Management/Lonsec Fund Manager of the Year – one of the very few boutiques to have ever been selected as a finalis...
Funds management
The campaign by Colonial First State (CFS) to promote its reputation as a leading investment house with specialist capabilities using 'The Investment Specialist Series’ h...
Funds management
This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market si...
Funds management
PIMCO’s win in the Money Management/Lonsec Fund Manager of Year Awards for the Fixed Interest category marks the third year in a row that its EQT Wholesale Global Bond Fu...
Funds management
The combination of a highly regarded investment team, a robust investment process and the breadth of asset classes from which investments are drawn has seen Legg Mason na...
Funds management
Depth across a number of asset classes and strong stock selection in Australian equities, Australian small caps and fixed income has led to Schroder continuing its winnin...
Funds management
Staying true to label is the secret to Certitude’s success in the Alternative Investments category in the Money Management/Lonsec Fund Manager of the Year awards....
Funds management
Zurich won first place in the property and infrastructure category of this year's Money Management/Lonsec Fund Manager of the Year awards off the longevity of its investm...
Funds management
The strength of Smallco Investment Funds’ returns over the last 12 months made it a sure winner of the equities (long short) category this year's Money Management/Lonsec ...
Funds management
Hyperion can thank the high quality stocks in its Small Growth Companies fund for winning it the Australian equities small cap category in the 2013 Money Management/Lonse...
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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...