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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

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

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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