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FUND MANAGER
Funds management
Macquarie Bank will amalgamate its separate hedge fund businesses under the name MQ Specialist Investment Management (MQ)....
Financial planning
Boutique property manager Sovereign MF has joined forces with Victorian aged care operator Viculus to launch a new fund specialising in the sector....
Funds management
Foreign investors have now become net sellers of Japanese equities for the first time in three years as evidence mounts that the economy may be slowing, according to the ...
Funds management
The Australian equities market will be increasingly driven by specific stocks rather than dominant industrial sectors over the coming 18 months, according to fund manager...
Financial planning
Rapid development in the listed infrastructure and utilities sector in recent years has prompted Treasury Group to develop a funds management business specialising in the...
Financial planning
An increasing number of small cap managers are introducing unwarranted performance fees, which are pushing up overall costs for investors in smaller company products, acc...
Financial planning
Standard & Poor’s has awarded boutique fund manager Five Oceans’ first product offering, its international equities fund, a three star rating....
Financial planning
Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platf...
Financial planning
Asgard and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as the best platform provider and fund m...
Financial planning
As financial markets dive, bankers and investors alike are wondering whether to rebalance and just how risk averse they should become....
Financial planning
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
Financial planning
The loss of Merrill Lynch Investment Management’s (MLIM) North American regional team to another fund manager, and its subsequent replacement by BlackRock, has prompted r...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...