FUND MANAGER

People & Products

Boutique fund manager Merlon Capital Partners has poached AMP Capital portfolio manager Adrian Lemme, who will move to his new position in June 2012....

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Funds management

Almost a year after starting up boutique fund manager Avoca Asset Management, former UBS small caps analysts John Campbell and Jeremy Bendeich are starting to significant...

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Financial planning

Tyndall Asset Management managing director Craig Hobart has resigned his position, to be replaced by Mike Davis....

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Financial planning

Entries are now open for best advertising campaign, best marketing team and young achiever of the year categories as part of Money Management's Fund Manager of the Year A...

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Editorial

Learn about SMAs features and the pros and cons of using an Australian equity SMA...

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Financial planning

This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...

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Superannuation

SMSFs were one of the target areas for the Stronger Super reforms and while SPAA was broadly happy with the proposed measures, it still has some concerns about implementa...

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Financial planning

Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...

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Financial planning

Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...

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Funds management

The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...

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Superannuation

Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....

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Funds management

Perennial conference offered competing, but complementary views, on emerging market investments....

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Funds management

Bond manager PIMCO says falling interest rates mean now could be the time for SMSFs to swap their high cash holdings for fixed interest investments....

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Financial planning

Investors need to adopt a risk-based approach to portfolio construction amid the current market volatility, according to global fund manager Standard Life Investments....

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People & Products

Australian Ethical has appointed David Macri as chief investment officer following James Jordan's decision to step down after nearly two years in the role....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

5 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 2 hours ago