PORTFOLIO MANAGER

Editorial

While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....

Editorial

Increasing a client’s exposure to risk may start with a fixed income allocation, but the asset class is now fraught with complexity. Janine Mace explains....

Funds management

Using a negative investment screen to preclude investments in companies employing non-responsible investment practices should not impede returns over the long term....

Editorial

As part of its 2012 global long/short equity sector review, Zenith Investment Partners has awarded three funds a highly recommended rating, 14 recommended and one approve...

Funds management

MLC has rationalised its $.14 billion Australian Share Fund from eight to three managers to eliminate the risk doubling and redundancy and better meet the fund's objectiv...

Editorial

This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...

Financial planning

Legg Mason Australian Real Income Fund added to BT Wrap....

Financial planning

The Legg Mason Australian Real Income Fund has been added to the BT Wrap platform....

Financial planning

Standard & Poor's lifts 'on hold' rating from Hunter Hall funds while urging team stability at the fund manager....

People & Products

Schroders Investment Management has announced the appointment of Stuart Dear as a fund manager within its fixed income and multi-asset team....

Editorial

Colonial First State's Skye Macpherson argues that rising living standards in the emerging world are leading to higher food costs....

Funds management

With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...

Financial planning

S&P looks for stability after maintaining rating on AMP Capital Investors Responsible Investment Leaders International Share Fund....

Editorial

The urge to do as others do is a powerful force on our investment decision-making, yet most of us are barely aware of it, according to Fidelity's Tom Stevenson....

People & Products

Private Portfolio Managers (PPM) has announced the appointment of Andrew Beirne as a portfolio manager....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
moneymanagement logo