RETAIL INVESTORS
Financial planning
International rating and investment data group Standard & Poor’s (S&P) has granted its first Australian fund ‘AAA’ rating to Colonial First State FirstChoice Investments’...
Financial planning
Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...
Financial planning
ABN Amro is set to take a 50 per cent stake in alternative investment firm Absolute Capital following the pair striking a heads of agreement, which includes plans for the...
Financial planning
Aurora Funds Management has struck a distribution deal with van Eyk Research and White Funds Management (WFM) less than three weeks after launching Aurora Distribution – ...
Financial planning
Challenger Financial Services will allocate 25 per cent of funds flowing into its soon-to-be-launched Boutique Australian Share Fund to 452 Capital. The move allows inves...
Financial planning
Australian retail investors will have access to investment portfolios created by van Eyk Research through a new listed investment company - Granite Three Pillars - when s...
Financial planning
Zurich Financial Services Australia (ZFSA) has replaced a number of investment managers in the Zurich Blended Series following an extensive review of incumbent managers b...
Financial planning
Aurora Funds Management (AFM) has unveiled a new initiative - Aurora Distribution - to assist fund managers and investment product manufacturers without access to strong ...
Financial planning
BT Financial Group will aim to boost its sale into its multi-manager offerings after signing up former MLC senior business development manager Michael Bailey....
Editorial
Conventional portfolios have largely failed retail investors and financial planners need to reconsider incorporating a fuller range of appropriate investments, according ...
Funds management
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....
Financial planning
Socially responsible investments (SRIs) promised much in recent years, but what have they actually delivered? Matthew Haigh reports....
Financial planning
Equity Trustees has aligned with global bond manager Pimco and international property group Jones Lang LaSalle to launch a range of offshore retail products in the Austra...
Financial planning
AMP Henderson has launched a new yield targeted fund giving retail investors access to private debt investments for the first time, completing a bevy of six product launc...
Financial planning
Portfolio Partners is set to close its small-cap Emerging Shares Trust to institutional investors and use its remaining capacity for retail inflows sourced through master...
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...