Michael Bailey

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Financial planning

08 Mar

Must do better, Lonsec tells multi-managers

Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...

Financial planning

07 Mar

On balance, Aussie large caps the place to be

Balanced funds with an overweight position on large cap Australian equities continue to be rewarded, with the ASX 300 again proving the best mainstream home for investors...

Financial planning

07 Mar

Morgan talks up BT to the world

Westpac chief executive David Morgan will deliver an upbeat assessment of BT Financial Group to an Australasian investment forum in New York this week....

Financial planning

04 Mar

Campaign to close financial services gender pay chasm

The Finance Sector Union has begun a campaign to reduce the gap between male and female wages in the financial services industry, a gap it claims is the largest of all in...

Financial planning

03 Mar

MLC emulates active performance

MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...

Financial planning

03 Mar

LIC ignorance costing returns: report

Advisers are not sufficiently educated about listed investment companies and are letting many obvious bargains go begging, according to the author of Australia’s only res...

Financial planning

02 Mar

Shareholders fight ‘20-member rule’

The Australian Shareholders’ Association is fighting the Government’s proposed watering down of the ‘100-member rule’ for placing a resolution on the agenda of a company’...

Financial planning

02 Mar

BT rounds off manager selection group

BT Financial Group has appointed the seventh and last member of its Investment Management Selection Group, former Intech senior portfolio manager Chris Thompson....

Financial planning

01 Mar

Local retail brands go offshore

Two of Australia’s best-known retail financial services brands have spread their wings overseas today....

Financial planning

01 Mar

Mercer says make us work longer

Mercer Human Resources Consulting is urging the Federal Government to raise the pension age from 65 to 67 and to reduce the taxation rate paid by superannuation funds as ...