GLOBAL EQUITIES
Financial planning
Results of the Commonwealth Bank’s review of Colonial First State will be announced before the end of February, as dealer groups and researchers call for a refinement of ...
Financial planning
452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....
Financial planning
Assirt Research has placed Perpetual Investment’s international equity funds on hold, pending a formal review of the group’s new team, style, and process....
Financial planning
Macquarie Bank has signed letters of intent with two Australian boutique fund mangers as part of a series of exclusive distribution deals that will trigger the release a ...
Financial planning
Perpetual Trustees Australia had the best of both worlds last week after its annual results were warmly received by the market. The investment group was able to satisfy e...
Financial planning
Perpetual Trustees Australia will end its exclusive arrangement with US-based Fidelity Investments to distribute the latter’s international equity funds in Australia afte...
Financial planning
IOOF has been upgraded while Colonial First State and ING have both been downgraded as part of research house Lonsec’s Diversified Sector Review released today....
Financial planning
Citigroup Asset Management (CAM) is set to expand its retail presence in the Australian market with plans to launch a range of new products with the aim of building on it...
Financial planning
Schroder Investment Management Australia has bolstered its domestic equity investment capabilities further following former head of Australian equities Ken Lambden’s move...
Funds management
Fund managers remain cautious in their outlook for investment markets this year despite rising levels of confidence stemming from the turnaround in equity market performa...
Funds management
Van Eyk Research has awarded five managers – Alliance Research, Barclays Global Investors, Capital, Massachusetts Financial Services and Wellington (Global Research) – it...
People & Products
HSBC Asset Management Australia has appointed a new head of Australian equities, Robert Hook, four months after the departure of previous equity head and chief investment...
People & Products
Deutsche Asset Management (DeAM) has appointed Cathy Hales to the newly created position of head of product for its Australian operations....
Financial planning
UBS Global Asset Management will aim to increase its international equities funds under management following yesterday’s announcement that Colin Woods will now head up it...
Financial planning
State Street Global Advisors (SSgA) Australia has appointed former Westpac Investment Management chief investment officer Don Hamson into the newly created role of head o...
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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...