MARK MITCHELL

Features

In times of stockmarket meltdown, it can be tempting to rely on larger firms, writes Chris Dastoor, but do boutiques have their own edge in times of crisis?...

Funds management

There was a strong case for fund selection in the absolute return sector with returns during the first quarter of 2020 ranging from 8% gains to 70% losses. ...

Funds management

Investors’ strong demand for income-producing strategies has seen Daintree Capital funds under management hit its $200 million milestone....

Awards

This year saw the Lennox Australian Small Companies Fund, managed by Liam Donohue and James Dougherty, take out the Money Management/Lonsec Emerging Manager title....

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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’...

1 month 3 weeks ago

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

2 months 3 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...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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