Dealer head joins MDS board

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Founding Director of The Salisbury Group, Mark Euvrard, has joined the board of compliance service provider, My Dealer Services Pty Ltd (MDS). MDS Chairman, Don Wiggins said “We now have... Read more continue reading

S&P affirms Three-Star Rating on Zurich Investments Small Companies Fund

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Standard & Poor’s Fund Services today affirmed its three-star rating on the Zurich Investments Small Companies Fund, which is managed by boutique fund manager Ellerston Capital on behalf of Zurich... Read more continue reading

Investment manager regime removes major export barrier

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Martin Codina, Director of Policy at the Financial Services Council, commended the Federal Government’s announcement that it was introducing an Investment Manager Regime. “It is difficult to overstate the significance of... Read more continue reading

S&P places Perennial Australian Property Trust ‘On Hold’ as founder bows out

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Standard & Poor’s Fund Services today placed the Perennial Australian Property Trust ‘On Hold’ following notification that Stephen Hayes, managing director and head of Perennial Real Estate Investments (PREI), will... Read more continue reading

ASIC releases third market supervision report

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ASIC has issued its third report on the supervision of Australian financial markets and market participants. Report 277 ASIC supervision of markets and participants: July to December 2011 (REP 277) identified... Read more continue reading

Bendigo and Adelaide Bank’s interim results announcement 2012

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Bendigo and Adelaide Bank will be releasing its interim results at 10.00am on Monday 20 February 2012. Investors, analysts and media will have an opportunity to listen to presentations from... Read more continue reading

AMP Capital relaunches Wholesale Australian Property Fund

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AMP Capital will relaunch one of Australia’s largest unlisted retail direct property funds. Previously under the management of AXA Australia, AMP Capital will implement a new strategy for the Wholesale... Read more continue reading

AXA Wholesale Australian Equity Value Fund downgraded

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Investment research firm van Eyk has decided to downgrade the AXA Wholesale Australian Equity Value Fund after analyst Gates Moss resigned from the Fund’s Australian manager, AllianceBernstein Australia Ltd.  The... Read more continue reading

Strategy first, products second: planners urged to keep it simple

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There has been a trend of financial planners leaning towards being investment advisers rather than strategists, according to Philippa Sheehan, Managing Director of adviser group My Adviser. This message came... Read more continue reading

AIOFP confirms industry paradigm shift continues following Oasis buyout

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The reverberation and impact of ANZ’s buyout of Oasis Asset Management has continued unabated amongst the adviser and dealer group members of Association of Independently Owned Financial Planners (AIOFP) said... Read more continue reading