FUNDS MANAGEMENT
Financial planning
A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...
Financial planning
A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...
Financial planning
The Private Capital Income Fund has received a three-and-a-half star rating from specialist property fund ratings agency SQM Research....
Financial planning
Melbourne-based property funds manager Orchard Funds Management has rebranded to Arena Investment Management, effective immediately....
Financial planning
Melbourne-based property funds manager Orchard Funds Management has rebranded to Arena Investment Management, effective immediately....
People & Products
AMP Capital has added to its Multi-Asset Group with the appointment of Gary Burke to the new role of senior portfolio manager....
People & Products
BetaShares Capital has appointed Vinnie Wadhera as director, portfolio and national account sales....
Financial planning
WHK Group has appointed Mercer to provide investment research support and Macquarie Private Wealth to provide share execution services following a competitive market tend...
Financial planning
Treasury Group has announced an increase in funds under management (FUM) but a decrease in net profit after tax (NPAT) in what it describes as a "difficult year" for fund...
Funds management
The emergence of new boutique replicas within the safety of institutional structures mean fund managers can enjoy the benefits of boutiques without the headaches. Lucinda...
Financial planning
The past 12 months have proven challenging for most fund managers, with above-index returns eluding most of the sector. Ashleigh McIntyre reports....
Financial planning
Researcher Standard & Poor's has announced ratings on the Perennial Growth Australian Shares funds will remain unchanged following the fund manager’s announcement that re...
People & Products
Wilson HTM chief executive David Groth has stepped down after a year in the role, sparking a major reshuffle at the group....
Superannuation
Shorten tells SPAA conference the Government is committed to lifting concessional caps but rules out getting rid of them....
Financial planning
Australian Unity Funds Management has found itself in legal dispute with David Tweed....
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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...