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...

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....

People & Products

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

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....

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....

Features

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

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....

Funds management

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

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....

Funds management

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

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 ...

Funds management

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

Funds management

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

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 ...

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?...

5 months ago

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

5 months ago

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

7 months 1 week 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. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

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

3 weeks ago