Axa-owned dealer group Monitor Money will take its accountant alliance program nationwide next year and plans to sign up an additional 20 accounting firms over the next 12 months.
Macquarie targets BT/Asgard for direct property fund
Macquarie is close to signing up Asgard and BT Wrap to include its new direct property fund on their platforms.
AIST’s Sydney refresher session on PS146
The Australian Institute of Superannuation Trustees is holding a half and one-day seminar ‘refresher session’ on PS146 – covering regulatory issues and changes focusing on superannuation, as well as technical areas – in Sydney on November 25. download registration form…
Advice on the frontier: how Fitzpatricks found the good life
Scott Fitzpatrick started his journey in financial planning where many others do, working with some of the industrial brands. But after striking out on his own, Fitzpatrick has discovered a new territory for advice that many others are quickly settling in.
Why an end to the housing bubble may lead to recession
Bill Gross, the managing director of global bond manager PIMCO, has laid out a likely timetable for an end to the housing bubble, followed by a weakening economy leading to possible recession in the US and elsewhere from next year. download report…
Government plays it safe with Future Fund chair
The Federal Government has opted for a professional businessman – albeit one who knows a thing or two about investments – rather than an investment management professional to chair its Future Fund.
Macquarie Comets Trust
Macquarie offers retail investors access to global commodity markets.
Platypus Australia Long/Short Fund
Platypus Capital Management launches new fund for insto investors.
Client Wealth
A group of 14 advisors form independent dealer group.
Vanguard servicing more offshore clients from Melbourne
Vanguard Investments has boosted its senior management with the return to Australia of the former heads of the company’s European and Japanese operations – a move likely to lift the $7 billion of offshore funds already serviced by the Melbourne headquarters.
Mercer throws weight behind new-age multi-strategy products
Mercer Investment Consulting has given tacit approval for the international trend towards single-manager controlled multi-strategy funds of funds (FoFs), through the expansion of its research effort into the area.
HFA research arm paying dividends
The formation of a separate research division by HFA Asset Management two years ago is starting to pay dividends – the hedge fund operator having won a large institutional mandate from the Vision Super super fund.
