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FUND MANAGER
Funds management
Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...
Financial planning
Fledgling value manager 452 Capital has been given an overall ‘Buy’ rating for its Australian share product offering in InvestorWeb Research’s first ever review of the co...
Financial planning
Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....
Financial planning
American fund manager Scudder Investments has signed up an Australian consulting group, Business Health, to provide practice management support to its US based financial ...
Financial planning
AXA has reported a 28 per cent profit growth in its wealth protection business despite a decline in retirement product inflows....
Financial planning
Macquarie Funds Management and van Eyk Research have partnered to launch a range of pre-blended multi-manager investments called the van Eyk Blueprint Series of Funds....
Editorial
Many property syndicates have such flawed structures they would be completely unacceptable in any other form of managed investment, says Rob Keavney....
Financial planning
US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...
Financial planning
Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....
Financial planning
Morningstar Australia has sacked its head of research Daisy Chee a year after it removed its previous managing director Graham Rich....
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
Financial planning
Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...
Financial planning
Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...
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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...