FUND MANAGER
Financial planning
Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....
Funds management
Morningstar has released its Sector Wrap-Up for small-caps, awarding just one of 35 strategies its highest accolade while reinforcing the need for fund managers to incorp...
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....
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...
Financial planning
Tyndall Asset Management managing director Craig Hobart has resigned his position, to be replaced by Mike Davis....
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...
Editorial
Learn about SMAs features and the pros and cons of using an Australian equity SMA...
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...
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...
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Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...
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Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...
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...
Superannuation
Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....
Funds management
Perennial conference offered competing, but complementary views, on emerging market investments....
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....
Never miss the latest news and developments in wealth management industry
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...