INVESTMENT MANAGER
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
Funds management
The Australian Prudential Regulation Authority (APRA) has disqualified two former directors of Commercial Nominees of Australia (CNAL) from acting as responsible officers...
Financial planning
Fledgling property investment company MacarthurCook Investment Managers has struck a deal with a listed internet provider to achieve a backdoor listing....
Funds management
When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....
Financial planning
Investment manager Hunter Hall International has acquired a 30 per cent interest in AM Constable Limited (AMCL), a start-up boutique fund manager....
Financial planning
The AXA owned Summit master trust has adjusted its investment manager weightings and launched a suite of new products and services....
Funds management
St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...
Financial planning
Investorweb Research has brought in Ken Atchison to help with the production of its annual property sector review....
Financial planning
First State Investments (UK) Ltd, the UK investment arm of Colonial First State Investments Group, has entered into an agreement that will see it directly market its own ...
People & Products
ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...
Financial planning
Three of Australia’s most influential investment research houses - van Eyk, Assirt and Lonsdale Securities (Lonsec) - have placed a blanket hold on BT Financial Group fun...
Editorial
Beacon Financial Services has lost up to $9 million since June 30 this year as a result of an expensive strategy to exit completely the underperforming derivative positio...
Financial planning
Frank Russell Company has been named the largest global multi-manager investment house in Cerulli Associates’ July report....
Superannuation
GIVEN the extremely strong growth in numbers and assets held in DIY superannuation funds, particularly self-managed superannuation funds (SMSF), it is surprising that so ...
Funds management
The rise of boutique fund managers has been propelled by their ability to deliver at a time when institutional fund managers are finding it tough. MARK KNIGHT reports on ...
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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...