INVESTMENT MANAGEMENT

Financial planning

Profile Financial Services has partnered with Select Asset Management to provide its clients with an alternative to the traditional strategic asset allocation approach to...

Financial planning

LM Investment Management vows to stop David Tweed’s Direct Share Purchasing Corporation gaining access to mortgage fund register....

Funds management

The Australian funds management industry will experience substantial growth as a result of Federal tax changes, with joint ventures expected between local and overseas co...

Financial planning

Plato Investment Management has hired a second senior portfolio manager in as many months, appointing Dr Mark Thompson to the role....

Financial planning

A large proportion of industry super funds have high numbers of relatively small investment mandates, ultimately driving up the cost of investment management for members....

Editorial

Van Eyk Research improved its bottom line last financial year, with revenue generated from investment management services outstripping that from research subscriptions....

Financial planning

BT Investment Management has hired a new portfolio manager for its Macro Strategies boutique, appointing Jason Petras to the role....

Funds management

ING Investment Management has added senior staff to its Australian listed property and small companies teams, and has added two analysts to its credit research team....

People & Products

Russell Investments has appointed industry veteran Graham Herman as its new director of capital markets research....

People & Products

MLC has appointed Michael Karagianis as an investment strategist in its investment management business....

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People & Products

Omega Global Investors has appointed a new portfolio manager, Shan Kwee, who will be responsible for portfolio construction and management, system design and development ...

People & Products

Australian Ethical has appointed its current head of research James Jordan as its chief investment officer, replacing Martin Halloran who will leave the organisation on 3...

Financial planning

While there are obvious opportunities in emerging markets, fund managers have warned that investors not lose sight of opportunities in developed markets....

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Funds management

Independently owned boutique manager Integrity Investment Management has secured the top spot in the Australian Equities (Broad Cap) category for the second year in a row...

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Financial planning

Former Patriot Asset Management Australian share and small companies funds have been rebranded and relaunched following the acquisition in April of the asset manager by I...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks 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. ...

1 week 4 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 days 12 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 16 hours ago