PORTFOLIO MANAGER

Financial planning

Van Eyk has added the UBS-HALO Australian Share Fund to its van Eyk Blueprint Australian Shares fund, reflecting the intention to allocate more of the fund to concentrate...

Financial planning

Perpetual and AXA's decision to wind up their mortgage funds would result in increasingly limited choices for investors in this sector, according to Equity Trustees portf...

Editorial

Having recently travelled to China, portfolio manager Amit Lodha examines whether the country presents a sustainable investment opportunity, or if it’s just heading for a...

Financial planning

Maple-Brown Abbott has acquired management rights for two of its funds from Advance Asset Management, with Ironbark to provide distribution....

Financial planning

The market has delivered a 9 per cent increase in dividends to investors this reporting season, according to data released by Russell Investments' high dividend and high ...

Financial planning

S&P Fund Services has placed AMP Capital Global Property Securities Fund 'on hold' following the announcement of the departure of AMP global portfolio manager for Europe ...

Financial planning

Research house van Eyk has reinstated the 'BB' rating awarded to Perpetual Australian Share Fund (ASF) following months of concern over team stability....

Editorial

With a wave of reform about to hit the industry, financial advisers will soon have to change some of the considerations they take into account when recommending certain i...

Financial planning

Investing in Australian banks is an effective "outside the square" way to build a defensive portfolio in the current economic climate, according to Platypus Asset Managem...

Financial planning

Portfolio manager departures and turnover are having a significant impact on the performance of Australian equity funds, morale and investor relationships, according to t...

Editorial

Paul Taylor points to several positives that have been overlooked amidst the nervousness surrounding the equity market volatility....

Financial planning

Standard & Poor's Fund Services has placed the Colonial First State (CFS) Wholesale Australia Long Short Core Fund 'on hold'....

Editorial

Emerging market growth opportunities still exist if investors know where to look, writes Skye Macpherson....

Superannuation

New AMP Capital Investors research suggests Australia's savings ratio will continue to rise amid concerns about retirement incomes adequacy....

Editorial

PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...

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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 4 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

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

2 days 1 hour 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 ...

3 weeks 1 day ago

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

1 week 1 day ago
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