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FUND MANAGER
Financial planning
An ongoing deterioration in the equity risk premium will require retail investors to “temper investment return expectations and adopt a more creative stance to eke out po...
Financial planning
One of the major benefits Walter Scott and Partners will be able to reap from its acquisition by Mellon Financial Corporation will be the new owner’s distribution network...
Funds management
The growing number of hedge fund managers globally, and the plethora of investment styles, makes it hard for advisers and investment consultants to pick managers for the ...
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...
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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...