PORTFOLIO MANAGER
Financial planning
Michael Parsons has stepped down as chief executive officer of Invesco Australia, citing personal reasons as the driving force behind his decision to leave the company....
Editorial
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
Financial planning
The use of stock options as part of executives’ remuneration led to an unspoken pact between investors and corporation management that has exacerbated the current malaise...
Editorial
Yes, 2001 was a rough year for investors but handled right, NICK BRUINING reckons most planners should do well when clients come in for their reviews, just don’t mention ...
Financial planning
Perpetual Investments has taken a step away from its key man approach to the management of its flagship Australian equities fund, the Perpetual Industrial Share Fund, in ...
Financial planning
In an industry that has adopted ‘diversity’ as its mantra, KATE KACHOR found it wasn’t hard to find differing opinions when asking industry experts to pick sides in the r...
Funds management
Building society IMB has continued its recent push into the wider financial services business with the development of a funds management division....
Financial planning
Wealthpoint Financial Services has shed some sixty staff in preparation for its recently announced integration with AdviserNet, including its own chief executive officer ...
Financial planning
The Assirt research house has downgraded Colonial First State Investment’s Australian equities capabilities and demoted the majority of its Australian equity products ahe...
Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
Financial planning
Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...
Financial planning
Financial planners and para planners based in Western Australia have emerged victors in the national salary stakes, beating previous salary leaders Sydney and Melbourne a...
Editorial
Savvy investors are pushing individually managed accounts (IMAs) into the retail space, possibly at the expense of unit trusts. STEPHEN ROBERTSON reports. ...
Financial planning
When Greg Perry announced his departure from CFS, DOMINIC McCORMICK says a vintage exhibition of marketing muscle and finesse left many research houses dancing to the inv...
Financial planning
Running a successful hedge fund is not a black art according to a leading US hedge fund manager. JOHN WILKINSON outlines some of the secrets to running a successful hedge...
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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...