PORTFOLIO MANAGER

Funds management

Regal produces the second best overall return in the industry (52 per cent year on year) amid them finding ‘extremely interesting businesses’....

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....

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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’...

3 months ago

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

3 months 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days 3 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week ago
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