INVESTMENT MANAGER
Financial planning
HELGA BIRGDEN and DR XINTING JIA consider the impact of environmental, social governance issues for investors in China....
Financial planning
Select advisory panel to assist in validating the investment committee's ideas or providing views contrary to its own....
Financial planning
The multi-manager market has maintained its appeal during the downturn, reporting positive inflows and growth. Janine Mace reports....
Financial planning
Premium Investors' board has advised its shareholders that proposals from a number of Dixon Advisory clients to replace its existing board and amend the company constitut...
People & Products
Dixon Advisory is seeking the appointment of Dixon employees to the Premium Investors board; shareholders asked to amend constitution to allow share buy-back or wind-up o...
Financial planning
Five of the Credit Suisse international equities funds acquired by Aberdeen Asset Management have had their ratings reinstated....
Financial planning
Former Morgan Stanley portfolio manager will launch a new investment management company to run fund....
Financial planning
Everest Financial Group to wind down around 50 per cent of its funds following the completion of a review that began last October....
Superannuation
CRAIG DAY considers whether trustees of an SMSF can intentionally acquire a residential property from a related party of the fund....
Financial planning
While the IMA space has long been the domain of larger players, financial planners will be able to offer clients access to customised portfolios through a new platform, w...
Financial planning
Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...
Financial planning
The prudential regulator last week sent a letter to super fund trustees outlining its expectations on unlisted asset valuations, while also listing "unacceptable practice...
Financial planning
Well known agribusiness investment manager Timbercorp has until May 1 to convince its lenders to extend its loan facilities, or come up with an alternative solution to it...
Financial planning
Wilson HTM builds funds under management and market presence via the acquisition of Next Financial - something that prompts Deutsche Bank to lift its shareholding. ...
People & Products
An increasing demand for FIIG’s fixed income services has seen FIIG Securities announce the appointment of Paul Gray to the position of head of private client services....
Never miss the latest news and developments in wealth management industry
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...