property

Funds management

The Australian Securities and Investments Commission has moved in on property investment seminar promoters, obtaining undertakings from Henry Kaye, Alan Meagher, National...

Editorial

Observer: Does gold make good investment sense?

It’s about time investors took gold seriously, says Dominic McCormick....

Financial planning

UBS lose chief investment officer to HSBC

UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...

Financial planning

InvestorWeb predicts demise of single manager products

Single manager multi sector products will disappear from the market in the medium-term, according to research from InvestorWeb....

Financial planning

Macquarie drops GARP for style neutral

Macquarie Funds Management will shift its investment style from Growth at a Reasonable Price (GARP) to style neutral in its Australian equities portfolios resulting in th...

Financial planning

Mullens helps keep Madison on the move

Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....

Financial planning

Where there’s a will, there’s a way to do business

At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...

Financial planning

Value still tips balance but style gap shrinking

The valuation gap between growth and value stocks has narrowed significantly both domestically and globally, research-house Assirt claims after completing its annual mana...

Financial planning

S&P launch adds to industry rating congestion

International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...

Financial planning

Offsetting capital losses: weighing up the benefits

Many financial planning clients have seen nothing but capital losses on their investments this year. Lisa Bowman investigates how those losses can be offset against capit...

Financial planning

Collins: Flogging equities or flogging a dead horse?

Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....

Editorial

Crops for the picking for Rural Funds Management

The skill of a boutique fund manager is to find a niche and perform well within that speciality. Rural Funds Management seems to have found such a niche, as John Wilkinso...

Financial planning

Managed funds ‘go to the ropes’ but still fighting

Australian managed funds experienced outflows of more than 10 per cent over the past financial year as investors took flight to bonds, cash and property in what was anoth...

Financial planning

Specialists beating banks for funds flows

The big four banks are failing to attract top funds management inflows in the current climate, according to Assirt, due to a trend towards sector specialists and the fall...

Financial planning

UBS tops the list of Six Star Fund Managers

InvestorWeb Research has named the managers it considers worthy of receiving its six star ratings and at the head of the pack is UBS Global Asset management (GAM) which h...