ZENITH

People & Products

The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focuse...

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Features

Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns....

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People & Products

Dugald Higgins has been promoted to the expanded role of head of responsible investment and real assets....

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People & Products

In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....

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Funds management

Pengana Capital has received two ratings for its international funds after being put ‘on hold’ and seeing redemptions following the departure of two portfolio managers....

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Features

With the outlook still uncertain for retail and office sectors, Oksana Patron explores where fund managers are finding their alternative property exposure....

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Financial planning

Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....

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Funds management

Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....

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Rate the raters

After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....

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Funds management

Increased demand for a dedicated rating scale will include ratings of ‘Index Highly Recommended’, ‘Index Recommended’ and ‘Index Approved’....

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Funds management

Australia’s listed property funds have experienced a strong turnaround and the sector’s average returns were only beat by global equities in the March quarter, according ...

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Funds management

The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....

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Funds management

DNR Capital’s Australian Emerging Companies fund has been upgraded to ‘recommended’ by ratings house Zenith....

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Financial planning

Major financial advice licensees appear to be benefiting from increased competition between the funds management research houses but the news appears not so good for the ...

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Funds management

Zenith Investment Partners has announced the winners of its annual Fund Awards, recognising excellence in funds management across 22 categories....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 15 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 18 hours ago