PROPERTY
People & Products
Principal Global Investors has announced the appointment of former Schroder Investment Management head of sales and marketing, Alex Francois, as director of institutional...
Financial planning
The Assirt research house has released a ‘strong’ rating for two fund managers to which BT Funds Management is now outsourcing its management in the areas of internationa...
Financial planning
The strengthening Australian dollar, up 4.5 per cent for May, is attracting investment in Australia and is working to the benefit of both the local equity and property ma...
Financial planning
The hybrid securities sector remains a heavily concentrated and risky market despite its general growth and positive returns, and presents a range of complex issues for i...
Financial planning
The BT Financial Group has indicated it has shifted its investment strategy with a stronger focus on stock selection and valuation....
Superannuation
The long-awaited superannuation and family law legislation that allows couples to divide their superannuation on marriage breakdown came into effect in December 2002. Tan...
Funds management
UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...
People & Products
Macquarie Funds Management (MFM) has expanded its investment team with two new recruits to meet the additional demands of its growth in funds under management....
Funds management
UBS Global Asset Management (GAM) has been awarded the top prize in the property category in the Money Management/Assirt Fund Manager of the Year Awards....
Financial planning
Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...
Funds management
Master trust provider Strategic Investments Australia has dropped Sagitta Rothschild from its listed property trust lineup following the recent departures of a number of ...
Financial planning
Managed funds research house Assirt has given Citigroup Asset Management Australia (CitiAM) a mixed report card stating it is performing well in domestic markets but need...
Financial planning
First Foundation Developments and its senior employees will have $1.8 million assets frozen for running an alleged unregistered managed investment scheme....
Financial planning
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Financial planning
A former company executive has been sentenced to a 12 month jail term, after pleading guilty to six charges laid by the Australian Securities and Investments Commission (...
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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...