PORTFOLIO MANAGER

Funds management

BT Financial Group has reduced the US exposure in its retail global property fund from 100 per cent to 69 per cent, opening up to European and Asian markets as they in tu...

Financial planning

452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....

Funds management

A willingness to look offshore, as well as travel outside the index in Australia, has carried Principal Global Investors to a win in the property securities category of t...

Financial planning

MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...

Financial planning

The level of alternative assets retail investors should hold remains a controversial issue, with the broad and contrasting views across the industry exposed in a high lev...

Financial planning

Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...

Financial planning

Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...

Funds management

The term emerging markets tends to invoke images of economic meltdown, high volatility and risk. But strong returns from the asset class in 2003 redefine these stereotype...

Financial planning

Mercer Investment Consulting continues with its push into the retail and institutional research markets, adding two more staff to its growing stable of consultants and li...

Financial planning

Pengana Capital has unveiled details of the two key investment managers that will be responsible for running its anticipated new small caps venture, the Pengana Emerging ...

Financial planning

Growth managers have come back to form after returning 11.5 per cent for the 11 months ending May turning around the negative returns of the previous two years....

Financial planning

Perennial Investment Partners has had its international equities funds placed “on hold” by Assirt Research following news of the impending departure of portfolio manager ...

Financial planning

Merrill Lynch Investment Managers has made a play for the platform and advisory market, pitching a new fund offering quantitative investment techniques to the retail mark...

Financial planning

AMP Capital Investors will look for further offshore opportunities in the Asia Pacific region with plans to also roll-out new specialist retail products domestically afte...

Financial planning

Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...

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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 1 day 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 4 days ago