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FUNDS MANAGEMENT
People & Products
OneVue has appointed former Vanguard executive, Chris Aylen, as its new head of fund services operations to lead the 65-strong fund services team....
Funds management
Customer satisfaction with the big four banks has declined in five out of the last six months and is now 1.9 percentage points below last July....
Financial planning
Kelly O’Dwyer has retained her financial services portfolio but has relinquished Small Business and has become the Minister for Revenue and Financial Services....
Funds management
Boutique investment consulting group, Evergreen, has appointed its asset allocation committee members who had combined experience of over 135 years. ...
Features
More boutique managers are setting up shop as they look to get away from the lack of individuality and constraints of larger institutional fund managers, Jassmyn Goh find...
Features
As more and more boutiques are being set up, advisers should be aware of what they’re getting themselves into and will want familiarity in a potential manager, according ...
Tools & guides
Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...
Tools & guides
Implemented successfully, a long/short equity strategy can help investors profit from rising share prices from its long positions, and profit from price declines below th...
Features
Australians hold the least amount of bonds among the OECD countries, but some experts claim they are the key to mitigating risk. ...
People & Products
BetaShares has announced new hires to its portfolio management and distribution teams as the ETF industry continues to grow....
People & Products
FIIG achieved a milestone of passing $100 million for its Managed Income Portfolio Service, which it launched in mid-2015 so investors could retain direct ownership of th...
People & Products
Nikko Asset Management has reduced some management fees on its Australian Share Income Fund, and grown its retail sales team....
Funds management
Zenith has given Kardinia’s absolute return fund a ‘highly recommended’ tick for the fifth year in a row. ...
People & Products
US-based Pavilion Financial Corporation has moved to acquire Altius Holdings in a move that expands its geographic footprint....
Funds management
Contango Asset Management has been the subject of a management buy-out ahead of a planned IPO....
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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...