PORTFOLIO MANAGER

Superannuation

In a changing global investment landscape, Principal Global Investors has highlighted the need for flexibility and a fresh approach when it comes to fixed income strategy...

Financial planning

Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...

Funds management

Schroder Investment Management will keep wearing its crown for at least another year after the company took out the Money Management/Lonsec Fund Manager of the Year title...

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Funds management

NovaPort Capital has taken home the Money Management/Lonsec Fund Manager of the Year rising star award....

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Funds management

Following a year of strong performance, UBS Clarion Global Property Securities Fund has been crowned the winner of the 2012 Money Management/Lonsec Fund Manager of the Ye...

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Funds management

For the second year in a row, the Cromwell Phoenix Property Securities Fund has been named the 2012 Money Management/Lonsec Fund Manager of the Year for Australian proper...

Funds management

Long and superior experience in shorting stocks has led to fund manager Regal Australia being named the winner of the Australian equities (long short) category in this ye...

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Funds management

Investors Mutual has completed a tremendous fightback to be named winner of the Australian equities (broad cap) category of this year's Money Management/Lonsec Fund Manag...

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Financial planning

S&P has placed six Hunter Hall funds 'on hold' following the resignation of chief executive and portfolio manager David Buckland, which comes just six months after portfo...

Financial planning

Ratings house Standard & Poor's has announced it is maintaining its four-star rating on the T.Rowe Price Global Equity Fund despite the impending retirement of its lead p...

Funds management

Institutionally backed boutique fund managers are the best bet in the small cap space, despite their inherent 'key person risk', says Lonsec senior investment analyst Sam...

Funds management

Bennelong Funds Management boutique Kardinia Capital has opened its Absolute Return Fund to retail investors, with the product disclosure statement likely to be available...

Funds management

Russell Investments has reweighted both its Australian high dividend and high value indexes more heavily towards banking stocks due to anticipated share buybacks and attr...

People & Products

Boutique fund manager Merlon Capital Partners has poached AMP Capital portfolio manager Adrian Lemme, who will move to his new position in June 2012....

Funds management

Almost a year after starting up boutique fund manager Avoca Asset Management, former UBS small caps analysts John Campbell and Jeremy Bendeich are starting to significant...

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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