PORTFOLIO MANAGER

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. ...

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...

Financial planning

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

Funds management

Melbourne-based boutique advice group, DFS Advisory, is offering its new portfolio management service to help advisers avoid "nasty surprises". ...

Funds management

A philosophy of finding companies that can deliver earnings over and above consensus market expectation has seen Ausbil MicroCap Fund win the Australian Equities (small c...

Funds management

A comprehensive ethical screen that delivers a true-to-label product meant Perpetual’s Ethical SRI Fund took out the Money Management/Lonsec Fund Manager of the Year Awar...

Funds management

Macquarie’s Asia New Stars No.1 Fund has won the global equities (regional and emerging markets) category at this year’s Money Management/Lonsec Fund Manager of the Year ...

Funds management

Lazard’s strict application of its 'preferred infrastructure’ paradigm has delivered outstanding results and is one of the central factors that helped it win the Property...

Funds management

Taking the opposite route to its counterparts was instrumental in Platinum Japan Fund taking the Equities (Long Short) winning accolade at the Money Management/Lonsec Fun...

Financial planning

Sydney-based manager Redpoint has picked up an Australian shares mandate from MLC....

Editorial

Boutique fund management firms can offer lucrative rewards for investors, but first some key questions need to be asked, writes Cathy Hales. ...

Financial planning

Manny Pohl’s ECP Asset Management establishes national office in Sydney and expands investment team....

Financial planning

PM Capital’s Emerging Asia Fund gains inclusion on another platform....

Financial planning

Neuberger Berman Group has announced the expansion of its global high-yield team with the appointment of Andrew Wilmont as lead European high-yield portfolio manager. ...

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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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