RETAIL INVESTORS
Financial planning
Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...
Financial planning
The outlook for the financial services industry in 2006 is, as the French would say, plus ça change — the more it changes, the more it is the same....
Financial planning
Macquarie Bank’s advisory services division has announced the creation of a new risk platform, just weeks after Sydney-based Straight Through Solutions became the first A...
Financial planning
Solid exposure to the Australian mortgage market has contributed to an upgrading of Mariner Mortgage Trust’s rating by InvestorWeb Research from ‘buy’ to ‘strong buy’ in ...
Financial planning
Even though it hasn’t been the best year for hedge funds, the US$1 trillion world hedge fund market is likely to experience rapid growth and could even quadruple by the e...
Financial planning
Investors should increase their exposure to overseas markets, according to ING Investment Management chief executive Grant Bailey....
Editorial
The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...
Funds management
The recent stellar performance of commodity markets has prompted the separate release of two capital guaranteed commodity products for retail investors by Macquarie Portf...
Financial planning
Genesys Wealth Advisers have set up a separate division to cater for its richest clients and attract other multi-millionaires away from private banks and specialist bouti...
Financial planning
Merrill Lynch Investment Managers today launched its third Australian equities fund, which will invest in a combination of small, mid and large caps stocks....
Financial planning
Web Abstract long compulsory...
Financial planning
In a single stroke expansion of its Australian operations, Fidelity Investments has launched 10 new investment funds at once, including single country funds, regional fun...
Financial planning
London-based managed futures adviser Winton Capital has become the third manager to be added to a series of exclusive retail distribution deals with external managers by ...
Financial planning
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
Editorial
There is a groundswell in global activity by financial institutions and financial product issuers attempting to engineer, design and manufacture investment products that ...
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...