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FUND MANAGER

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...

Superannuation

New research conducted by Mercer Oliver Wyman in the UK has identified four distinct life stages in the 50 plus age group, which it feels financial product providers will...

Financial planning

Abstract Long...

Funds management

Barclays Global Investors (BGI), the only single-manager in this year’s Hedge Funds – Multi Strategy category of the Fund Manager of the Year Awards, has beaten Bridgewat...

Financial planning

As one of the early pioneers in emerging markets, Acadian can boast that it’s original investment team, formed when the manager launched its first portfolio in 1994, are ...

Financial planning

Working together since 1997, the Morgan Stanley Investment Management team claims to have achieved strong performance throughout a complete market cycle....

Financial planning

Noted small caps stock picker Frank Villante has spent much of the past year closing his ears to the “siren call” of the ongoing commodities bull market....

Financial planning

There’s a rare symmetry about MIR Funds Management winning this year’s IMCA/Fund Manager of the Year award, as well as the Australian Shares, mid and large cap, category....

Funds management

MIR Investment Management has taken out the top prize in this year’s Money Management/IMCA Fund Manager of the Year Awards, fulfilling the promise it showed at last year’...

Funds management

A Melbourne-based fund manager has launched its first retail property, which includes government-leased properties as the assets....

Financial planning

Convinced over time they will deliver returns in excess of the benchmark, researcher Zenith Investment Partners as added five products from the small companies sector to ...

Financial planning

AMP posted a 29 per cent jump in net cash inflows to $2.66 billion in the March quarter, and is flagging the strong run to continue in the wake of today’s Federal Budget ...

Funds management

Merrill Lynch Investment Management has recruited two senior analysts from Goldman Sachs JB Were, weeks after losing three of its Australian equities portfolio managers t...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 23 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago