funds management

Funds management

Banks record lowest customer satisfaction in three years

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

O’Dwyer retains portfolio, with name change

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 group appoints asset committee

Boutique investment consulting group, Evergreen, has appointed its asset allocation committee members who had combined experience of over 135 years. ...

Features

Getting away from the big guys — boutique funds management part 1

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

So you think you want to go boutique? – boutique funds management part 2

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

Super death benefits — interdependency concepts explored

Catherine Chivers explores the difference between the definition of ‘dependant’ and ‘inter-dependency’ and its implications for receiving the superannuation death benefit...

Tools & guides

The long and the short of equity investment

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 love to hate bonds but should they?

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 expands team

BetaShares has announced new hires to its portfolio management and distribution teams as the ETF industry continues to grow....

People & Products

FIIG achieves milestone

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...