FUND MANAGER
Financial planning
Bennelong appoints Zac Wallis to newly-created National Account Manager role. ...
Editorial
Still haunted by memories of the GFC, investors are excessively focusing on yield to the detriment of diversification. Knowing how crises manifest in different ways, they...
Financial planning
UBS extends on its small cap expertise to launch a new microcap product. ...
Financial planning
Centrepoint Alliance will operate their own managed account offering after receiving approval last week to offer it to clients of financial planners....
Financial planning
Calastone adds Dimensional Fund Advisors to its transaction network....
Financial planning
Invesco launches Invesco Wholesale Senior Secured Income Fund as part of defensive offering. ...
Editorial
Boutique fund managers bring a more focused approach to investment management, but they also face many challenges, writes Nicholas O’Donoghue....
Funds management
Fund managers producing consistent levels of outperformance are hard to find with only two per cent producing a regular average of 2.5 per cent above benchmark....
Funds management
The median Australian share fund manager marginally underperformed the benchmark last month, with materials continuing to prove the standout sector, according to Mornings...
Funds management
Investors will gain access to two unlisted Allan Gray unlisted managed funds through OneVue’s mFund Settlement Service capabilities....
Financial planning
BTFG’s Ascalon takes strategic stake in Morphic....
Financial planning
Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....
Financial planning
AFM launches online tool intended simplify managed fund application processes. ...
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
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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...