INVESTMENT MANAGER
Financial planning
Aberdeen Asset Management has made a formal offer to shareholders of Edinburgh Fund Managers as it attempts to acquire the UK-based investment manager....
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
Financial planning
The Australian Prudential Regulation Authority (APRA) and the Australian Securities and Investments Commission (ASIC) have accepted enforceable undertakings from AM Corpo...
People & Products
Boutique investment manager Perennial Investment Partners has appointed former Invesco head of operations Lewis Bearman into the same role with the predominantly value-st...
Financial planning
The distinction between value and growth fund managers has blurred in the domestic market and investors are now reluctant to pay a premium for future growth as their appe...
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
Financial planning
With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...
Financial planning
The Australian Prudential Regulation Authority (APRA) has disqualified another former Commercial Nominees of Australia Ltd (CNAL) director from acting as a responsible of...
Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Financial planning
Hunter Hall Investment Management has undergone a staff reshuffle with the appointment of a new chief investment officer and the resignation of one investment analyst and...
People & Products
Global investment firm, The Russell Investment Group, has added an additional investment manager to both the Russell Australian Property Securities Fund and the hedged Ru...
Financial planning
A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...
Financial planning
In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....
Funds management
Boutique property fund manager MacarthurCook is poised to achieve its back-door Australian Stock Exchange listing after shareholders in Local Telecom and Internet agreed ...
Editorial
The promise of positive returns in an otherwise dour investment climate could help advisers overcome their fear of agribusiness schemes. John Wilkinson reports....
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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...