INVESTMENT MANAGEMENT
Financial planning
John Wilkinson pinpoints the global hot – and not-so-hot spots – in international equities....
Financial planning
Professional indemnity (PI) costs for some financial planners could plummet by as much as 25 per cent after the QBE insurance group announced significant cuts to its rate...
Financial planning
Mercer Investment Consulting continues with its push into the retail and institutional research markets, adding two more staff to its growing stable of consultants and li...
Financial planning
Promina-owned Tyndall Investment Management has reported a positive uptake from staff of a unique scheme that allows key staff within the institutionally owned investment...
Financial planning
Zurich Financial Services Australia is set to lose a key executive with the resignation of investment management and life risk business head Peter Delprado, who will depa...
Financial planning
Style neutral investment group Ausbil Dexia co-founder Michael Wilson has announced his retirement from the firm seven years after its launch through a joint venture betw...
Financial planning
Former AMP-owned HHG is closing its global financial planning operations, Towry Law International (TLI), to new business due to the tough market conditions faced by advi...
Financial planning
ING-owned platform Optimix Investment Management has added four international investment firms to its manager line-up and follows a tweak of its Australian equity manager...
People & Products
Boutique property fund manager MacarthurCook Investment Management has completed the second part of an executive search commenced last year for two senior staffers, with ...
Financial planning
International rating and investment data group Standard & Poor’s (S&P) has granted its first Australian fund ‘AAA’ rating to Colonial First State FirstChoice Investments’...
Financial planning
Boutique property fund manager MacarthurCook Investment Management has responded to suggestions by research house Lonsec that its $70 million industrial property trust ha...
Financial planning
Head of distribution at Zurich Financial Services Australia, Steve Newnham, will officially step down from the role today, making way for assistant head of sales Janet Sm...
Financial planning
Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...
Financial planning
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
Editorial
Difficult investment markets inspire the search for simplistic solutions. Dominic McCormick says it’s time for a more sophisticated approach....
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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...