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FUND MANAGER
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, ...
Financial planning
It may be relatively new on the funds management scene, but Macquarie Professional Series' IFP Global Franchise Fund has certainly made a name for itself in the Australia...
Financial planning
They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...
Financial planning
Privately owned Fidelity International's performance and established long-term track record were winning factors in its success in taking out this year's Australian Equit...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...