PORTFOLIO MANAGER
Financial planning
Managed accounts can provide investors with directly held shares while boosting their tax positon, and as Martin Crabb writes, they do so much better than regular managed...
Editorial
There is a lot of interest at the moment in Separately Managed Accounts (SMAs) - also known as Individually Managed Accounts - and their imminent coming of age....
Financial planning
Perpetual Investments is predicting another year of disappointing returns for investors in both Australian and international equity markets, while listed property could a...
Financial planning
InvestorWeb Research has recommended just four small companies managers in its annual review of the sector with AMP, Equity Trustees - SG Hiscock, Invesco and Portfolio P...
Financial planning
After three years at Alliance Capital Management, director of Australian equities Don Low will retire in February....
Financial planning
Perpetual Investments has responded to a prolonged slide in the performance of its flagship International Fund with sweeping changes to the management of its US equities ...
Financial planning
The announcement that Barry Henderson will step away form his role as senior portfolio manager with the Colonial First State (CFS) Future Leaders Fund has resulted in fou...
Financial planning
The extent of any individual’s influence on an organisation is often best gleaned when they are no longer there....
People & Products
Colonial First State has announced a further changing of the guard within its funds as Barry Henderson, the portfolio manager of the group’s Future Leaders Fund will leav...
Financial planning
International shares are on the rebound and growth managers have come back against value managers, according to the October InTech Growth Funds Performance Survey....
Funds management
MLC has refined its Australian equity strategy, terminating Perpetual Investment Management and appointing DFA Australia Limited (Dimensional)....
Financial planning
The Assirt research house has reconfirmed its ‘Strong’ rating of Perpetual Investments’ Australian equity capabilities despite the announcement last week that Perpetual’s...
Financial planning
Invesco Australia today appointed Aaron Finlay to the role of chief financial officer, a week after chief executive Michael Parsons made way for incoming chief Mark Armou...
People & Products
Perpetual senior portfolio manager Peter Morgan will leave the group at the end of next month with John Sevior to take on the role of head of equities as of today....
Financial planning
Advance Funds Management has launched a new small caps fund and taken on specialist manager Jenkins Investment Management as its portfolio manager....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...