FUND MANAGER
Financial planning
The Financial Planning Association has responded to a decision by Association of Independently Owned Financial Planners (AIOFP) not to use its Continuing Education assess...
Financial planning
The Association of Independently Owned Financial Planners has appointed the University of Adelaide as its third party assessor for continuing education points accruing to...
Financial planning
ROGER COLLISON contends that ignoring environmental, social and governance principles can be catastrophic for companies....
Financial planning
Former clients of Storm Financial and Colonial Geared Investments are continuing to voice frustration about the shortcomings of the system employed by CGI in managing the...
Financial planning
BT Investment Management's chief executive will leave the fund manager next Monday rather than on October 1 as announced last week....
Financial planning
David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....
Financial planning
While it may seem safer to confine your investments to the local equities market, looking overseas may too be a good long-term strategy, writes Benjamin Levy....
Editorial
When Australia was enjoying a bull property market, investors - many of them retirees - opted to put their money in mortgage funds as a way of guaranteeing a regular inco...
Funds management
Good REITs are being discounted to net tangible assets because of their debt structure, according to the chief executive of property manager Real Estate Capital Partners....
Financial planning
Rival fund manager Balmain Trilogy aims to replace City Pacific as fund manager, 97 per cent of votes received in favour....
Financial planning
Relative newcomer to the Australian marketplace Barclays Capital remains upbeat about its expectations for growth in a recessionary environment. JAYSON FORREST spoke to i...
Rate the raters
Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....
Financial planning
In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...
Financial planning
Future Fund general manager Paul Costello has placed ratings house recommendations in perspective, telling a Parliamentary committee they should not be viewed in isolatio...
Funds management
Fund manager Maple-Brown Abbott points to benefits flowing from ESG investing when it is done well....
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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...