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Funds management
Dealer group Premium Wealth Management claims its Premium China Fund has become the largest unlisted China fund offered in Australia, surpassing $154 million in FUM....
Financial planning
HFA Holdings (HFA) has confirmed it is in discussions with a United States fund manager with a view to a possible merger....
Financial planning
Indexing within retail investment portfolios is a “killer application” for fund managers, outperforming about two-thirds of traditional active managers, according to the ...
Funds management
MacarthurCook’s latest Asian real estate investment trust has closed massively oversubscribed after raising Sing$312.5 million in just six days....
Superannuation
The head of technical services at a leading fund manager has warned financial planners that self-managed superannuation funds are likely to come under greater tax scrutin...
Financial planning
Scottish fund manager Martin Currie plans to launch an Australian version of its Global Alpha Fund later this year....
Funds management
New research by consultant Inalytics has found that, contrary to conventional wisdom, most fund managers cull their overperforming stocks and hold on to their underperfor...
Financial planning
Recent share market volatility has illustrated the value of including non-market correlated assets in an investment portfolio, according to an industry fund manager....
Funds management
Pengana Capital has launched a European property trust through a joint venture with UK-based financial services firm Credo Group....
Financial planning
The purpose of the Money Management/IMCA Fund Manager of the Year Awards is to recognise excellence in funds management by the investment consulting community....
Funds management
After hearing one too many complaints from advisers and investors that its name was too hard to pronounce, fund manager SAITeysMcMahon has decided to re-brand, and will n...
Editorial
With industry focus tuned towards greater interest in an adviser certification program and creating better consumer awareness, Australia’s ethical investment sector has c...
Funds management
The Russell Investment Manager Outlook survey has found 49 per cent of Australian fund managers believe the share market is fairly valued, a fall from 60 per cent in the ...
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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...