PORTFOLIO MANAGER

Financial planning

With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...

Financial planning

Nikko Asset Management launches new product aimed at insto market....

People & Products

Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....

Financial planning

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

Editorial

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

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...

People & Products

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

Financial planning

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

Superannuation

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

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....

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...

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....

Financial planning

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days 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 ago

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

2 weeks 3 days ago