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Financial planning
Merrill Lynch’s recent foray into Australian small caps investment management is already paying dividends, with its most recent release to the Australian market attractin...
Financial planning
Direct investment company Explorer Group has taken a strategic stake in boutique fund manager Above the Index Asset Management and gained the services of industry stalwar...
Financial planning
Genesys Wealth Advisers have set up a separate division to cater for its richest clients and attract other multi-millionaires away from private banks and specialist bouti...
Funds management
Research house Standard & Poor’s has finally finished its assessment of the new faces in charge of building most of Colonial First State’s Australian Equities funds, and ...
Financial planning
Australian fund managers spend a lot of time and money wooing financial advisers with junkets, increasingly complex products and, of course, much-debated trail commission...
Financial planning
Most of Colonial First State’s Australian equities funds have been given an ‘on hold’ rating by research house Standard & Poor’s due to the departure of a key staff membe...
People & Products
The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...
Financial planning
MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....
People & Products
Credit Suisse Asset Management has suffered another blow to its struggling Australian equities capabilities, with the departure of group head Peter Sartori prompting one ...
Financial planning
Standard & Poor’s has removed the ‘hold’ rating it placed on Portfolio Partners’ concentrated Australian equity fund, the Elite Opportunities Trust....
Financial planning
Investors are too desensitised to terrorism for yesterday’s attacks on London to have any major impact on investment markets, according to industry participants....
Financial planning
Zenith Investment Partners has placed a sell rating on Portfolio Partners’ Elite Opportunities Trust following last month’s resignation of Chris Kourtis as portfolio mana...
Financial planning
Absolute return fund manager HFA Asset Management has attracted over four times as much money into the second instalment of its capital protected ‘Octane’ fund of funds a...
Financial planning
Portfolio Partners’ Richard Dixon will succeed Chris Kourtis as portfolio manager of the ‘high conviction’ Elite Opportunities Trust, following yesterday’s resignation of...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...