PORTFOLIO MANAGER

Financial planning

BT Funds Management has continued the staff changes with the new head of international equities Paul Durham changing the structure of his role, dividing it into three sep...

Financial planning

New Zealand's largest fund manager, AMP Henderson Global Investors, has revamped its investment operations structure and personnel which has resulted in its local equity ...

Financial planning

AMP Henderson in New Zealand has had a hold notice slapped on its funds by newly relaunched FundSource, formerly research house Ipac Securities NZ....

Editorial

As always, developments in the equity market have had a powerful influence on the investment decisions made by fund managers specialising in property. With the slower equ...

Policy & Regulation

It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...

Funds management

Australian Unity has revamped its property portfolio management and appointed a new head of property....

Financial planning

Macquarie Bank has introduced an individually managed account service into the Australian market, based on the popular United States wrap model....

Financial planning

Deutsche Private Banking senior executive Paul Duncan has moved across to MLC Investment Management to take on the role of portfolio manager within its investment managem...

People & Products

ANZ Asset Management senior portfolio manager Terry Gray has been chosen to head up its Australian equities team....

Financial planning

Rod Hand is set to take over the reigns as head of Australian equities at National Asset Management (NAM), following the promotion of Stephen Hiscock....

Funds management

Rod Hand is set to take over the reigns as head of Australian equities at National Asset Management (NAM), following the promotion of Stephen Hiscock...

Funds management

Fund managers rolling out tech funds couldn’t have picked a worse time....

Financial planning

Morningstar Australia will soon be on the web. The front end of its “moms and pops” site will go live in March while its on-line offering to advisers will be avail-able l...

Financial planning

Resource stocks have been the darlings of the stock market this year. Zilla Efrat asks if the good times will continue to roll....

Financial planning

Top Five small company long term buys from Darryl Paul, portfolio manager of the Macquarie Small Company Growth Trust . ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

4 days 19 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 1 day ago
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