INVESTMENT MANAGER

Funds management

There may be fewer competitors in the multi-sector category of the Fund Manager of the Year Awards, but it doesn’t make it any less easy a category to judge. Assirt fund ...

Financial planning

Perpetual Investment’s new global equities arm has signed-up two key new wholesale clients in the Irish and Australian marketplace....

Financial planning

In another blow for Bank of Ireland Asset Management, they have been dumped by BT Financial Group as manager of its Partner International Value Fund to be replaced by a d...

Financial planning

InvestorWeb Research has established a dedicated department to evaluate alternative investments....

Financial planning

Colonial First State is close to losing its tag as Australia’s biggest fund manager to a boisterous Macquarie Bank, with the latter’s funds under management growing at 9 ...

Financial planning

Australian Unity Investments has continued to expand its specialisation in property funds management with the launch of a new high-yield mortgage trust....

Funds management

Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...

Financial planning

So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....

Financial planning

Australian Financial Services (AFS) has transferred $180 million to Russell Investment Group as part of a new strategy to outsource investments to established multi-manag...

Financial planning

BT Financial Group has followed up plans to provide investors, through the Westpac adviser channel, with a more extensive multi-manager product range by creating and fill...

Financial planning

One of the persistently used objections to choice of fund is ‘mis-selling’....

Financial planning

The US funds management industry will continue to favour stocks over bonds, despite concerns of a slowing macro environment according to Russell Investment Group’s third ...

Editorial

Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...

People & Products

Melbourne-based boutique property fund manager SG Hiscock has launched a domestic equities investment division and hired former HSBC Asset Management head of Australian e...

Financial planning

AMP has announced $40 million worth of fee cuts to its key superannuation and retirement income products ahead of the new choice of superannuation environment....

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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’...

3 months ago

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

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks ago

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

1 day 1 hour ago

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

1 week ago
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