PORTFOLIO MANAGEMENT

Financial planning

The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...

People & Products

Select Asset Management has been appointed to manage three investment funds of Melbourne portfolio solutions provider Finovia Portfolio Solutions....

Financial planning

When it comes to fund manager performance in 2008-09, Amal Awad reports that the best-performing managers are those whose investment returns have plumbed lesser depths....

Financial planning

Investment managers are not taking account of the extreme risk in constructing portfolios, giving rise to the need for better education and research....

Financial planning

S&P concerned about commitment to fund....

Editorial

Financial planners are limited in what they can achieve for clients, but insightful and regular communication is essential when times are tough...

Financial planning

Strategic alliance for delivery of managed account solution....

People & Products

Will oversee debt strategy and non-equity strategies....

Financial planning

CommInsure jumps five places to market leader in stand-alone and master trust adviser driven new sales among financial advisers this year....

Funds management

Three key research and trading appointments....

Financial planning

AUI implements DSTi front and middle-office solutions....

Financial planning

Investors demand value from active managers....

Financial planning

Cuddy and East leave Australian equities team....

Financial planning

The fund manager changes name to Fortis Investment Management Australia....

Financial planning

Investing for income doesn’t have to be a high risk game. The Zurich Investments Equity Income Fund aims to generate 10% income pa from a portfolio of blue-chip Australia...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 14 hours ago