FUND MANAGER
Funds management
Investors should consider adding a “stability bucket” to a portfolio to help protect against downside risk, according to Chris Marx, portfolio manager of AllianceBernstei...
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Editorial
Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....
Financial planning
Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....
Financial planning
Specialist natural resource fund manager 90 West Asset Management has flagged making its offering available to a wider range of investors off the back of a positive asses...
Financial planning
LaSalle Investment Management has added to the property portfolio within its LaSalle Australia Core Plus Fund....
People & Products
Shaun Thomas has joined Australian Unity Investments (AUI) as business development manager for New South Wales and ACT....
Financial planning
AMP Capital's Global Direct Property Fund has extended its US property portfolio for the first time since before the Global Financial Crisis....
Funds management
Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...
Financial planning
Colonial First State Property Limited intends to use the proceeds of a key Sydney property to pay down debt....
Editorial
Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...
Funds management
Concerns investors have about managed funds, such as high costs and low returns, are unfounded, according to wealth management group JB Were....
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
Financial planning
Financial planning clients remain sceptical about their fees regardless of their wealth levels, according to research by the International Centre for Financial Services (...
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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...