property

Editorial

The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....

Editorial

Macquarie Bank has posted a $333 million after tax profit for the year to March 31 thanks to each division of the group increasing profit and market share and achieving a...

Financial planning

APN builds on stability to win

APN Funds Management rated highest amongst the six star rated property funds for having a good stable team delivering good consistent returns....

Financial planning

Advisers still shun listed investments for funds

Research conducted by the Australian Stock Exchange (ASX) has found that managed funds are still the leading investment vehicle for advisers despite the fact that many ar...

Financial planning

Getting into gear

When is gearing okay? When the client understands what they are getting into and agrees it is an acceptable strategy. Paul Resnik reports....

Financial planning

Pengana unveiled

The former listed property team at Principal Global Investors (PGI) has unveiled its new boutique property securities funds management company – Pengana Capital – and con...

Financial planning

Managers’merger reaps reward

Trust Company has announced the completion of its merger with Permanent Trustees and has posted a pre-tax profit of $7.2 million for the year ending February 2003, with P...

Financial planning

AFA designation gets the thumbs up

The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...

Funds management

BT bring property back into the fold

BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...

Financial planning

Less than one in five managers in the black

With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...

People & Products

Deutsche appoints new property exec

Deutsche Asset Management has appointed Peter Cashmore as senior portfolio manager for the Deutsche Paladin Property Securities team....

Financial planning

Super funds face second year in the red

Growth-orientated superannuation funds look set to deliver consecutive negative financial year returns for the first time in three decades according to InTech....

Financial planning

FSRA will not make industry honest

The Financial Service Reform Act will not change community perceptions of financial planners nor will it stop people from being dishonest according to International CFP C...

Financial planning

LPT players continue to shrink and grow

The Australian listed property trust (LPT) market has and continues to experience high levels of consolidation, Moody's Investors Service claimed today....

Financial planning

Outsource deal pushes SMF closer to $2 billion FUM

Superannuation administrator and master trust provider SMF Funds Management will gain 600 new members and $8 million in funds when it takes over OFM Investment Group’s re...