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PORTFOLIO MANAGEMENT
Financial planning
Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....
Financial planning
Van Eyk Research's Three Pillars Portfolio Managers is underwriting a $36.4 million rights issue in the ING Real Estate Entertainment Fund (IEF)....
People & Products
Omega Global Investors has appointed a new portfolio manager, Shan Kwee, who will be responsible for portfolio construction and management, system design and development ...
Funds management
New S&P research points to continuing fund manager churn....
Financial planning
Dealer groups are continuing a shift towards the use of model portfolios across their adviser forces, while Approved Products Lists continue to shrink...
People & Products
Boutique fund manager Lodestar Capital Partners has appointed two new senior staff to its expanding equities research team....
Financial planning
Advanced economies attempting to recover from the financial crisis could learn a lot from the way emerging economies navigated past financial crises, according to PIMCO c...
Financial planning
Westpac Online Investing will offer market data, portfolio management, access to Aegis Research, Reuters newsfeeds and analysis from Morningstar....
Funds management
Listed financial services company Snowball will acquire Officium Capital - a responsible entity of 14 funds - in a bid to take more control of the price charged by underl...
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Editorial
Simple portfolios may make investors feel good but may well fail to deliver or meet expectations, writes Dominic McCormick....
Editorial
DAMON TAYLOR reports on the successes – and failures – of fixed interest investments in light of the global financial crisis....
Financial planning
London-based boutique currency risk manager The Cambridge Strategy has opened an office in Sydney to conduct research and portfolio management....
People & Products
Appoints six new advisers to New South Wales and Victoria....
Financial planning
The multi-manager market has maintained its appeal during the downturn, reporting positive inflows and growth. Janine Mace reports....
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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...