FUND MANAGER
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...
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....
Financial planning
Colonial First State has again walked away with the top ranking in the annual Wealth Insights Service Level Survey....
Financial planning
Everest Financial Group to wind down around 50 per cent of its funds following the completion of a review that began last October....
Funds management
The Australian funds management industry came together in May 2009 to recognise excellence in financial services with more than 300 guests attending the 22nd Money Manage...
Funds management
Integrity Investment Management may be a relative newcomer to the Australian equities space, but its team of managers is anything but inexperienced. ...
Funds management
The process Lonsec implemented to select the winners for each category consisted of three components. ...
Financial planning
Schroders Investment Management crowned the 2009 Money Management/Lonsec Fund Manager of the Year...
Financial planning
Schroders Investment Management named Fund Manager of the Year at the 2009 Money Management/Lonsec Fund Manager of the Year Awards....
Financial planning
Opis Capital has rebranded to ensure it is not tainted by similarly-named financial services organisations....
Financial planning
Despite the scepticism, gold has a role to play in investment portfolios, writes DOMINIC McCORMICK...
Financial planning
National Money Management BDM of the Year award winner to be announced at the Fund Manager of the Year awards on May 14....
Financial planning
Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER ...
People & Products
Brisbane-based funds management and administration company DDH Graham has assumed the role of responsible entity of the Investment Access Funds of Q Invest, the financial...
Financial planning
Commonwealth Property Office Fund and CFS Retail Property Trust decline 11.9 per cent and 3.7 per cent respectively over three-month period....
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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...