FUND MANAGER

Editorial

Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....

Editorial

Pre-occupation with quantitative analysis in the financial markets has not necessarily served us well, says Mark Arnold. He explains how and why modern portfolio theory h...

People & Products

K2 asset management has recruited Jeff Thompson as a fund manager for its K2 Select international fund, increasing the size of the funds management team to 10....

People & Products

International equity fund manager Insync Funds Management has added to its investment team with the appointment of Bob Desmond as senior portfolio manager....

Financial planning

AMP Capital has recruited three new members to its capital equity team, assigning Jonas Palmqvist and Andrew Lally to dual roles of senior portfolio managers and analysts...

Editorial

Dominic McCormick looks at investment portfolios for retirees and considers the best ways to minimise stress....

Financial planning

ASIC refines and standardises short selling rules to close netting-off loophole....

Financial planning

Standard & Poor’s Fund Services (S&P) has announced it will not change its ratings for Ausbil funds following the resignation of Ausbil Dexia’s invest...

Financial planning

In the wake of former Astarra Asset Management investment manager Shawn Richard pleading guilty to taking more than $6.4 million in undisclosed payments, the details of o...

Financial planning

Cross-subsidisation of advice leaves pricing power in the hands of a select few institutions....

People & Products

Fund manager BlackRock has finally appointed the new head of iShares Australia with Mark Oliver to take on the role....

Editorial

Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....

Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

Financial planning

Moss Capital has launched a solar energy fund, a first for Australia....

Financial planning

NAB’s investment management business takes stake in start-up boutique....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 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 ...

5 months 3 weeks ago

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

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

4 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 4 days ago