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FUND MANAGER
Financial planning
The Australian Securities and Investments Commission (ASIC) is pursuing court action against an individual it deems a serial securities offender, after alleging the man i...
Financial planning
Perpetual Investments has emerged as the strongest smaller companies fund manager in Morningstar’s new Australian Equities Smaller Companies qualitative sector strength r...
Funds management
UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...
Financial planning
Value and growth funds management styles became increasingly muddled during the month of April, according to the latest Intech performance survey, as Australian and inter...
People & Products
Macquarie Funds Management (MFM) has expanded its investment team with two new recruits to meet the additional demands of its growth in funds under management....
Financial planning
Vertex Capital Management was able to achieve low volatility and good absolute returns in its Relative Value Fund this year to win the Money Management/Assirt Fund Manage...
Funds management
It was primarily effective stock picking that enabled Credit Suisse Asset Management to outperform its rivals and take out the Money Management/Assirt Fund Manager of the...
Funds management
In choosing which managers took poll positions in the Fund Manager of the Year (FMOTY) awards this year, Assirt employed the same process it has used in the past – combin...
Funds management
Boutique value manager, Investors Mutual Limited (IML), has scored the first ever Rising Star Award, which recognises new and emerging managers across the industry....
Financial planning
Financial markets provided investors with some respite in March with the median fund manager in the InTech growth survey returning 1.64 per cent over the month....
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...
Funds management
UBS Global Asset Management has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back-to-back wi...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
Financial planning
Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...
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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...