INVESTMENT MANAGER
Funds management
Investment consultant JANA and MLC Investment Management are coming together to create an investment research, advisory, and portfolio management business, NAB has announ...
People & Products
Independent investment manager Dalton Nicol Reid has appointed Robert White as its new chief executive officer and head of distribution after Harley Dalton’s departure....
Financial planning
Market Vectors lists another ETF on the ASX....
Editorial
For investors who want to accelerate returns quickly, compounding interest and alpha could be the kick they need, write JD de Lange and Sam Benjamin....
Financial planning
Financial markets will continue to be torn between the improving global economy and concerns about policy, an investment manager believes. ...
Funds management
The stabilisation of the global economy in 2014 will see a jump in private equity buyouts, while fostering "slow-but-steady" fixed income and equities growth....
Funds management
Standard Life sells down Sydney and Brisbane exposures to focus on recovering markets....
Financial planning
Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...
Funds management
Minimum investment amounts heavily reduced to attract planners, retail investors and SMSFs. ...
Financial planning
BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....
Editorial
This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...
Financial planning
Unlisted property vehicle the Australian Property Opportunities Fund this week announced the acquisition of two neighbourhood shopping centre investments — one in Melbour...
Financial planning
Ratings house Zenith Investment Partners has announced a dedicated category for 'real return' products....
Funds management
Regulator says thirteenth EU will conclude planned Trio action....
Financial planning
Lonsec has rated yet another ETF offering – this time the four Australian ETFs of Market Vectors ETFs – the ETF business of US-based investment manager Van Eck Global....
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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...