PORTFOLIO MANAGER

Financial planning

Perpetual Global Share Fund gets “recommended” rating from Zenith....

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Editorial

Sean Fenton looks at the merit of long/short investment styles in today’s volatile markets. ...

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Financial planning

Perpetual’s first listed investment company becomes the largest capital raising for a LIC since the global financial crisis after passing its initial raising target by $1...

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People & Products

Magellan Financial Group has announced it has appointed Dr Brett Cairns as executive chairman, effective 1 January 2015....

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Financial planning

New portfolio manager appointed at The Infrastructure Fund....

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Superannuation

A perpetual investments survey showed advisers think a growing SMSF market is helping revive LICs....

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Funds management

Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....

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Financial planning

Fidelity has recruited Perpetual institutional specialist, Warwick Boys, and KBC's Alva De Voy. ...

Editorial

Investing in stocks in Asia is not for the faint-hearted given the scope of the region and the range of investments on offer. However, as Jason Spits writes, accessing so...

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Financial planning

Perpetual launches Listed Investment Company leveraging its mid-cap expertise....

Funds management

Research house claims the departure of PIMCO’s Bill Gross not a cause for alarm with PIMCO funds offered in Australia still regarded as high quality....

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Financial planning

UBS extends on its small cap expertise to launch a new microcap product. ...

Financial planning

Mercer appoints infrastructure veteran, Farhad Billmoria, to key role. ...

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Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

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Financial planning

Neuberger Berman expands Asia/Pacific team with hire for former Perennial staffer, Anton Kwang....

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago