There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...
The time for a financial planning reality TV show is long overdue, says Nick Bruining....
IOOF has reported strong fundamentals for the 2003 financial year with revenue up 32 per cent to $160 million and an after-tax profit of $34 million, which compares to th...
Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....
Long/short funds are the darling buds of hedge funds as their strategies are “impossible to beat” and offer investors an investment “nirvana” in comparison to the strateg...
Difficult investment markets inspire the search for simplistic solutions. Dominic McCormick says it’s time for a more sophisticated approach....
Hedge funds promised investors they would be the panacea for poor returns, but have they measured up to their promise? Charles Beelaerts reports....
The poor performance of some traditional asset classes is fuelling investor appetite for hedge funds. Craig Phillips asks whether this interest is part of a long-term phe...
Listed investment company Bentley Equities - previously BT Global Asset Management - has flagged a move back into active investing with shareholders to vote on the appoin...
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...
Credit Suisse Asset Management (CSAM) has launched a first in the Australian investment market place - an international shares fund allowing investors to choose a preferr...
The Australian Securities and Investment Commission (ASIC) today released its anticipated draft guidelines in relation to the product disclosure statements (PDSs) of soci...
The turnaround in Platinum Asset Management’s decision to withdraw its funds from the Macquarie Wrap platform investment menu was not related to fees in any way, says Pla...
Platinum Asset Management has reversed its decision to pull its funds from the the investment menu of the Macquarie Wrap product after the latter introduced a revised fee...
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...