FUND MANAGER
Funds management
Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...
Financial planning
The wealth management industry is ripe for consolidation according to fund manager Ausbil Dexia, who also predicted that the strong returns on the Australian market would...
Financial planning
The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...
People & Products
Former HSBC Asset Management head Barry Sheehan has been appointed chief executive officer of Tyndall Asset Management, ending months of speculation on a replacement for ...
Funds management
Melbourne-based research house Lonsec has delivered an upbeat assessment of hybrid property products....
Financial planning
Credit Suisse Asset Management chief executive Andrew McKinnon has ended an 11-year stint at the Switzerland-based fund manager’s Australian operation....
Financial planning
Boutique planning firm Capstone Financial Planning has cracked the Sydney market, recruiting a practice established by former RetireInvest assistant general manager David...
Financial planning
Retail investors can now put their nest eggs into fish tanks with listed property fund manager and subsidiary of the MFS group, MFS Living and Leisure, entering into a $1...
Superannuation
Financial advisers have embraced the growth in self-managed superannuation funds with recent research showing just under half of them, 46 per cent, see it as a significan...
Funds management
Research house Lonsec has taken the UBS Property Securities Fund off ‘fund watch’ and reinstated its previous rating of ‘highly recommended’ following the appointment of ...
Financial planning
The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....
Financial planning
The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...
Funds management
Macquarie Bank has signed an American fund manager that invests in global property securities to the fifth instalment of its Professional Series....
Financial planning
Australian Unity Investments has formed a joint venture with boutique manager Platypus Asset Management to offer Australian retail equity products....
Funds management
While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....
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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...