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
It’s about time investors took gold seriously, says Dominic McCormick....
Financial planning
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
Single manager multi sector products will disappear from the market in the medium-term, according to research from InvestorWeb....
Financial planning
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
Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....
Financial planning
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
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
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
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
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
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
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
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
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...