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....

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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