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FUND MANAGER

Editorial

With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...

Editorial

With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...

Funds management

With returns on the way back, now is the time for institutional investors to get back into offshore property assets - in particular, residential apartments in the US, acc...

Policy & Regulation

Some changes under the Government's Future of Financial Advice reforms will not have the intended results, unfairly targeting the smaller players and favouring large inst...

Rate the raters

The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...

Financial planning

The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...

Financial planning

A group of investors in the Premium Income Fund (PIF) have delayed any further action by Brisbane-based fund manager Wellington Capital until a planned hearing next week....

Financial planning

A group of investors in the distressed Premium Income Fund (PIF) have commenced urgent legal action against Brisbane-based fund manager Wellington Capital and its directo...

People & Products

RI Advice Group has added two new managers to its senior ranks. Jason Coggins will take up the role of investment research national manager, while Deepthi Ravi Kumar has ...

Financial planning

Hedge funds have been knocked around in recent times, but there’s nothing like a return of 13.2 per cent after fees to make someone sit up and pay attention....

Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

Funds management

Last week the financial services industry let its hair down on its gala night to recognise excellence in the sector. Over 340 guests attended the 24th Money Management/Lo...

Financial planning

A relative newcomer has been named the winner of the Rising Star category at the Money Management/Lonsec Fund Manager of the Year Awards this year....

Financial planning

Three-time award winner PIMCO has again won first place in the Fixed Interest, Global and Diversified category in the Money Management/Lonsec Fund Manager of the year awa...

Financial planning

A thorough understanding of the quality of a company and its relative valuation are the reasons behind the success of Perpetual Investments' Shares Plus Long Short Fund, ...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 6 days ago