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FUND MANAGERS

People & Products

Pinnacle Investment Management has appointed Steve Gamerov as director of product and strategy, which the company claims will further support the growth of its 'house of ...

Financial planning

Lonsec picked first-time winner in this category, Perennial Value Smaller Companies Trust, out of the crowd of competitors thanks to its strong, sustained performance and...

Financial planning

A clear separation of the responsible entity (RE) from the fund manager and product promoter will increase investor protection significantly, according to Equity Trustees...

Editorial

Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....

Editorial

The repeal of the Foreign Investment Fund rules (FIF) should have a significant impact on the alternatives space in the coming months....

Financial planning

The Australian Direct Property Investment Association (ADPIA) has shifted the focus of its members and their investors, and has announced it will soon be seeking member a...

Financial planning

Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...

Financial planning

Australian fund managers with an excellent investment track record could be misleading investors by overstating their investments skills, according to research from Londo...

Financial planning

Different mortgage fund managers use different tactics to address liquidity issues, and a uniform approach has not been seen yet, according to Standard & Poor's Fund Serv...

Financial planning

Less benchmark-constrained international equity fund managers have outperformed their more constrained peers, because they are more easily able to take advantage of oppor...

Funds management

Fund managers warn that blindly relying on growth stocks to provide outperformance will not work in the changing economic environment....

Funds management

BCS Capital, in partnership with investment advisers Brookvine, has launched a unique Australian equities investment approach that identifies a company's fundamental prof...

Financial planning

Redemptions from mortgage funds have slowed and may plateau in the next few months, allowing fund managers to focus on building liquidity and investments, according to Au...

Financial planning

Multiport has launched a managed account service in partnership with boutique fund manager EIM Capital Managers....

Funds management

Standard and Poor's research has identified a trend of fund managers establishing or joining boutiques during 2010....

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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’...

18 hours ago

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

3 weeks 4 days 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 ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 6 days ago

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

3 days 11 hours 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...

1 week 5 days ago