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FUND MANAGER

Financial planning

Russell Investments has appointed value fund manager Dimensional Fund Advisors to manage a portion of its Russell Australian Shares Fund....

Financial planning

Share markets will not sustain recent gains and will fall to pre-2003 levels....

Financial planning

A key advantage offered by Deutsche Bank is a unique integration between the futures and options business and the managed account platform....

Financial planning

The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...

Financial planning

Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...

Editorial

Two recent research reports suggest active fund management has failed over the medium term to outperform the market. Robin Bowerman weighs in on the index versus active d...

Financial planning

US-based fund manager Safa Muhtaseb said market growth in the US and globally is likely to exceed expectations, but that we're only in the early stages of a recovery....

Financial planning

The funds management group is taking advantage of challenging market conditions to add to its stable of advisory businesses in its private wealth arm. Perpetual's latest ...

Financial planning

AUI launches joint venture with Asian equities boutique fund manager Seres Asset Management....

Financial planning

Remaining stake to continue to be owned by Lodestar investment team....

Funds management

Nine out of 10 fund managers hold a positive view on Asia-Pacific ex Japan equities, according to an HSBC survey....

Editorial

Perennial Value Management's managing director said the fund manager is projecting a period of flat profit growth, but on a yield basis, there's good value in the market....

Financial planning

Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....

Financial planning

A Queensland residential investment manager has been put into liquidation, leaving hundreds of mum and dad investors out of pocket....

Financial planning

Product providers and financial advisers are going to be poles apart when it comes to the complexity of the service they provide: Stackpool....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago