INVESTMENT MANAGER

Financial planning

Receives approval from UK regulator for fund of fund portfolios....

Financial planning

MacarthurCook appointed to manage new fund....

Financial planning

Plans to establish an environmental fund....

Financial planning

Mandate includes up to 50 Aussie stocks....

Financial planning

S&P reviews fund following change to underlying manager....

Financial planning

Dedicated investment manager appointed....

Financial planning

Maintains strategy with 50 per cent stake in quant manager....

Policy & Regulation

If you’re looking to minimise your clients’ tax this year, why not consider Great Southern’s forestry investments? Unlike a margin loan or capital protected product, up t...

Financial planning

US fund manager sees trend away from value stocks....

Financial planning

Strategic relationship changes MacarthurCook dynamic....

Financial planning

Asian markets face inflation bogey....

Financial planning

The Government’s regulatory review of research houses should question whether the ‘pay for rating’ model is inhibiting good investment advice, argues DOMINIC McCORMICK...

Funds management

S&P withdraws ratings....

Financial planning

Lehman Bros ceases fixed interest operations in Australia....

Financial planning

Booming economies in emerging markets have spawned a plethora of Australian-based funds designed to reap the benefits....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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