PORTFOLIO MANAGER

People & Products

Deutsche Asset Management has appointed Peter Cashmore as senior portfolio manager for the Deutsche Paladin Property Securities team....

Financial planning

The BT Financial Group has indicated it has shifted its investment strategy with a stronger focus on stock selection and valuation....

Financial planning

The Australian share market performed well in March ending the month up 4 per cent, a strong showing considering the roller coaster ride international equity markets prov...

People & Products

Macquarie Funds Management (MFM) has expanded its investment team with two new recruits to meet the additional demands of its growth in funds under management....

Financial planning

Vertex Capital Management was able to achieve low volatility and good absolute returns in its Relative Value Fund this year to win the Money Management/Assirt Fund Manage...

Financial planning

Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...

Financial planning

AXA has brought the asset consulting of its superannuation products in-house, awarding the work to Ipac which had previously been handled by van Eyk Research....

People & Products

ING Australia has announced the departure of its chief executive officer John Wylie less than 24 hours before ANZ Bank revealed its 49 per cent stake in the joint ING Gro...

Financial planning

Lonsdale Securities (Lonsec) has voiced concerns over the reorganisation of ING Investment Management’s (INGIM) Australian equities large and small cap teams, following t...

Funds management

Australian equities analysts Jack Chemello and Misha Collins have left ING Investment Management after only 12 and 2 1/2 months respectively to return to their previous e...

Financial planning

The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...

Editorial

Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....

Financial planning

Independent master trust provider Strategic Investments Australia has appointed two boutique Australian equity managers to its Strategic Super Master Plan, and restructur...

Financial planning

Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....

Financial planning

In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...

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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