INVESTMENT MANAGER
Financial planning
Century Australia Investments has replaced fund manager 452 Capital with ‘substantially’ cheaper Perennial Value Management....
Financial planning
A number of financial planning firms have made claims regarding outstanding commission payments they believe they are owed for recommending Trio Capital products – which ...
Financial planning
Colonial First State will replace troubled boutique fund manager 452 Capital with Paul Fiani’s Integrity Asset Management and its own CFS Global Asset Management....
Funds management
Non-aligned dealer groups looking to launch white label platforms have emerged as a key development resulting from the shift to fee-for-service, according to market exper...
Financial planning
High-profile boutique fund manager 452 Capital is on the brink of losing its CEO Lyndsey Hancock and its remaining two joint investment heads Suellen Morgan and Mary Fero...
Financial planning
AMP Capital Investors has launched a global listed infrastructure fund that the investment manager says will provide retail investors with exciting growth opportunities i...
Financial planning
Colonial First State Global Asset Management (CFSGAM) has announced a number of senior appointments in the Global Resources investment team, bringing the total headcount ...
Financial planning
Standard & Poor’s Fund Services (S&P) has placed three of BT Investment Management’s (BTIM's) diversified funds ‘on hold’ following a change in its portfolio manager....
Financial planning
Van Eyk Research's Three Pillars Portfolio Managers is underwriting a $36.4 million rights issue in the ING Real Estate Entertainment Fund (IEF)....
Financial planning
Financial advisers and superannuation fund trustees can be exposed to legal risk from disgruntled fund members and clients if investment returns fail to reflect the perfo...
Financial planning
S&P places Morgan Stanley's FX Alpha Funds 'on hold' as uncertainty surrounds their future....
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 ...
Financial planning
The popularity of separately managed accounts (SMAs) continues to improve, with the second annual review of the Australian SMA sector from Standard & Poor's Fund Services...
Financial planning
Trust Company is seeking to be appointed as the replacement responsible entity for 10 Trio Capital managed investment schemes....
Financial planning
Treasury Group adopts a more active investment strategy to improve returns....
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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...