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RISK MANAGEMENT

Editorial

PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....

Financial planning

PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....

Editorial

This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...

Financial planning

A high level of fiduciary care towards clients is not just a regulatory requirement, but sensible risk management for advisers as well, according to Equity Trustees head ...

Financial planning

Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...

People & Products

MLC & NAB Wealth has announced its retirement solutions team will focus on expanding its superannuation offerings, with the appointment of three new senior managers....

Financial planning

Amid continuing speculation that more AXA practices are departing for MLC, it is understood that most of them have decided to stay, signing a so-called 'welcome package'....

Funds management

There have been significant changes in the multi asset sector in the past 18 months, with the old feeder fund-of-hedge-fund model now dead, according to the latest Standa...

Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

Financial planning

Hedge funds have been knocked around in recent times, but there’s nothing like a return of 13.2 per cent after fees to make someone sit up and pay attention....

Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

People & Products

BlackRock Investment Management has recruited a former National Australia Bank proprietary trader to manage one of its global funds....

Financial planning

They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...

Financial planning

Three times in a row makes it a hat-trick for Schroder Investment Management, which has once again been crowned the 2011 Money Management/Lonsec Fund Manager of the Year....

Financial planning

Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 6 days ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 5 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week ago