FUNDS MANAGEMENT

Awards

Congratulations to AllianceBernstein for winning the Retirement Product Innovation award for its Managed Volatility Equities Fund at the 2016 Fund Manager of the Year awa...

Awards

Congratulations to Montgomery Investment Management for picking up the Emerging Manager award for their Montgomery Fund at the 2016 Fund Manager of the Year awards!...

Awards

Congratulations to MHP Private Wealth's Lea Schodel for winning the Young Achiever of the Year award at the 2016 Fund Manager of the Year awards!...

Awards

Congratulations to Kearsten James for being crowned Paraplanner of the Year at the 2016 Fund Manager of the Year awards!...

Funds management

Investors need to diversify their income streams by looking at ‘non-traditional’ sectors such as health care, a fund manager said....

Funds management

AB has won a $140 million mandate to manage Prime Super’s short-duration global credit portfolio, amid global interest rate uncertainty....

Funds management

This year belonged to Macquarie Investment Management at the Fund Manager of the Year Awards, as it notched up six nominations and five wins. Congratulations!...

People & Products

Centuria Property Funds has made an indicative non-binding offer for the GPT Metro Office Fund....

Funds management

The former Schroder’s small cap team who created Spheria AM have tucked under the Pinnacle IM umbrella....

Funds management

Crowdfunder DomaCom and Lloyds Business Brokers have joined forces to plan the aquisition of Kidman Station....

Funds management

Ralton AM has been awarded a mandate by IOOF to manage its large-cap Australian equities....

Funds management

Charter Hall targets HNW and SMSF investors with the launch of a second automotive retail property trust....

Features

The market volatility which has marked the opening months of 2016 has served to create challenges for advisers, but volatility and leverage need not be mutually exclusive...

Features

Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Ma...

Features

The global financial crisis and the collapse of Storm Financial placed a spotlight on the need for adviser education and the reality that leverage is not appropriate for ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago