RETAIL INVESTORS
Financial planning
Hamish Trumbull provides an overview of alternative products that provide investors with access to Australian equities....
Financial planning
Australia’s most public example of succession planning Jordan Rivkin, talks to Rebecca Evans about his new interest towards long-term investment propositions and the fina...
People & Products
Fidelity Investments has snared Barclays Global Investors (BGI) adviser services director Michael Ohlsson to manage its Australian business....
Financial planning
Melbourne-based index fund manager Vanguard Investments Australia is expanding its operations with the opening of a Sydney office to service advisers and build on inflows...
Financial planning
Promina-owned Tyndall Investment Management has rolled two new funds out to retail investors in line with the firm signalling its intent earlier this year to expand its r...
Financial planning
Equity Trustees (EQT) has struck a deal with Aberdeen Asset Management to provide responsible entity (RE) services for a range of the latter’s Asian equities funds....
Financial planning
Australian retail property syndicate Centro MCS has launched a wholesale version of its direct property fund hard on the heels of the retail version of the offering....
People & Products
Fidelity Investments has snared Barclays Global Investors adviser services director Michael Ohlsson to manage its Australian business....
Financial planning
InvestorWeb Research has given the burgeoning multi-manager sector a nod of approval, but has found investment houses are challenged to differentiate themselves from thei...
Funds management
Deutsche Asset Management (DeAM) will offer margin lending for its hedge fund-of-funds after striking a deal with Tricom Equities with the latter to co-distribute the pro...
Funds management
Pengana Capital is planning to launch a new long-short absolute return hedge fund that will invest in global real estate later this financial year....
Financial planning
FLEDGLING boutique financial services group Mariner Financial has bolstered its ranks with the appointment of a chief financial officer and another business development m...
Editorial
Past performance is no indicatior of future performance is an oft qouted statement so then why is there any emphasis placed on it by fund managers and financial planners....
Financial planning
Aurora Funds Management (AFM) – the brainchild of former Challenger International executives Alistair Davidson, Simon Lindsay, Hugh Latimer and Richard Matthews – came in...
Financial planning
Boutique fund manager MFS Group is to target both boutique and large planner dealerships following the roll-out of a wholesale version of the MFS Premium Income Fund toda...
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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...