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Financial planning
Independent master trust provider Strategic Investments Australia has appointed two boutique Australian equity managers to its Strategic Super Master Plan, and restructur...
Financial planning
A decline in total assets under management in Australia as well as continuing weak fund inflows is creating a situation Assirt believes could have “severe consequences” f...
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...
Financial planning
InvestorWeb Research has added Invesco to its recommended list of managers after completing its latest report into the fixed interest sector....
Financial planning
The influential van Eyk research group has reinforced its recommendation that advisers consider pulling clients with medium-term outlooks out of BT funds, in the wake of ...
Financial planning
SEPARATELY managed account (SMA) provider Direct Portfolio will move beyond its direct investor approach and seek financial planners who are willing to use the product wi...
Financial planning
Investors and their advisers should not be lured into capital guaranteed investment options by the continuing uncertainty pervading economies around the world....
Financial planning
Assirt associate director Anthony Serhan has left the research house on Friday of last week bringing the total number of departures from the group in recent months to fou...
Financial planning
Macquarie Equity Markets has released two new capital protected investment products to cater to Australia’s increasingly nervy share market investors....
Financial planning
The Westpac Bank’s acquisition of the BT Financial Group has continued to wreak havoc on the beleaguered fund manager’s Australian equities capabilities, with two investm...
Editorial
Despite the emphasis placed on the importance of asset allocation, DOMINIC McCORMICK thinks traditional wisdom on what constitutes strategic asset allocation leaves a lot...
Financial planning
Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...
Financial planning
SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...
Financial planning
Challenger International has turned the financial services sector’s push to have its proposed ‘growth pensions’ granted complying income stream status on its head, with t...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...