REAL ESTATE
Funds management
MacarthurCook has followed up quickly on its recent approval as an investment manager by the US Securities and Exchange Commission, launching a new real estate fund in th...
Financial planning
Actively managed US mutual funds shared the performance honours with Standard & Poor's benchmark indices in 11 general equity categories during the first quarter this yea...
Financial planning
Licensing of people who provide advice on financial services products is not a straight forward subject. Admittedly, the Financial Services Reform Act (FSRA) bought toget...
Financial planning
Western Australia has been operating a mortgage broker licensing system for more than 10 years, and is the only state that has a licensing system for brokers, although th...
Financial planning
Improved cash earnings and funds under management and administration have delivered record half-yearly results for IOOF, with net profit after tax jumping 64 per cent to ...
Funds management
Research house Lonsec has taken the UBS Property Securities Fund off ‘fund watch’ and reinstated its previous rating of ‘highly recommended’ following the appointment of ...
People & Products
Melbourne-based research house Lonsec has placed the UBS Property Securities Fund on hold, following the exit of UBS property head John Snowden to Colonial First State....
Financial planning
As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...
Financial planning
Global property funds manager Rubicon Asset Management has launched the Rubicon Europe Trust Group, providing the Australian listed market with its first exposure to offi...
Financial planning
Three modern office buildings in Germany are the first acquisitions of global property funds manager Rubicon Asset Management’s Rubicon Europe Trust, which listed on the ...
Editorial
Profits for Tribeca Learning tumbled in 2005 from last year’s $1.4 million to a reported loss of over $3 million despite a 41 per cent increase in sales revenue to $24.8 ...
Financial planning
Investments in alternative assets are set to rise over the next two years, driven mainly by the increased use of hedge funds, according to a Russell Investment Group surv...
Funds management
Vanguard Investments Australia has launched two new international properties securities index funds aimed primarily at risk reduction rather than return enhancement....
Never miss the latest news and developments in wealth management industry
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...