FUNDS MANAGEMENT
Funds management
First State Investments will soon measure the impact of environmental, social and governance (ESG) issues on its portfolios, says global head of responsible investment Wi...
Editorial
The benefits of active management in the debt market can help investors steer clear of a wide range of problems, explains Warwick Boys....
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Editorial
AMP Limited has turned in a solid full-year net profit on the back of improved performances across a range of divisions including wealth management and AMP Capital....
Editorial
Darren Cunneen outlines six key behavioural traps to be aware of when investing, and some tips for helping clients to sidestep them....
Financial planning
LaSalle Investment Management has added to the property portfolio within its LaSalle Australia Core Plus Fund....
Funds management
New survey suggests financial planners have reduced allocation to managed funds once again in 2012, though the decline appears to be bottoming out....
People & Products
Margaret Payn has been appointed AMP Capital's chief financial officer, following the departure of finance director Jim Dawson....
Financial planning
Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...
Funds management
Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...
Funds management
In its latest financial report, BT Investment Management has reported net outflows of $700 million to end the December quarter at $34.7 billion in total funds under manag...
Financial planning
Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...
Editorial
Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...
Funds management
Concerns investors have about managed funds, such as high costs and low returns, are unfounded, according to wealth management group JB Were....
Editorial
The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....
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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...