FUND MANAGER

Financial planning

ROGER COLLISON contends that ignoring environmental, social and governance principles can be catastrophic for companies....

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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....

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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....

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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....

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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...

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Rate the raters

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

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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. ...

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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....

Financial planning

In the wake of the global financial crisis, the belief that alternative investments offered a safe haven from the tumult of the markets has been shaken, and questions are...

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Funds management

As recent events have made abundantly clear, no one is immune to the global financial crisis – regardless of reputation, size or previous long-standing success....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

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

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 5 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days ago