PORTFOLIO MANAGER

Financial planning

T. Rowe Price has announced the launch of its Australian equity capability, which is likely to happen at the end of November, according to director for Australia and New ...

Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

People & Products

BlackRock Investment Management has recruited a former National Australia Bank proprietary trader to manage one of its global funds....

Financial planning

A thorough understanding of the quality of a company and its relative valuation are the reasons behind the success of Perpetual Investments' Shares Plus Long Short Fund, ...

Financial planning

It may be relatively new on the funds management scene, but Macquarie Professional Series' IFP Global Franchise Fund has certainly made a name for itself in the Australia...

Financial planning

Privately owned Fidelity International's performance and established long-term track record were winning factors in its success in taking out this year's Australian Equit...

People & Products

Research house Standard and Poor's Fund Services (S&P) has given an 'on hold' rating to the Perpetual Wholesale Concentrated Equity Fund, following the announcement that ...

People & Products

Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....

Editorial

An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...

Editorial

Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....

Financial planning

Investors should ignore bond benchmarks if they want to avoid bad investments, according to Brandywine Global Investment managing director and portfolio manager of fixed ...

Financial planning

Standard & Poor's Fund Services' ratings on two funds managed by Aviva Investors have been unaffected by the announcement that Michael Brown has left the firm....

Editorial

With climate change at the forefront of many investors’ minds, now may be the time to get started with an environmental, social and governance approach to investing...

People & Products

Jonathan Armitage has joined MLC Investment Management as portfolio manager, moving from Schroders' global equities division in London....

Financial planning

Former UBS small cap specialists John Campbell and Jeremy Bendeich have launched Avoca Investment Management in partnership with Bennelong Funds Management....

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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 5 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 2 days 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 5 days ago