FUND MANAGER

Funds management

SPECIALIST fund-of-hedge-fund manager Investor Select Advisors is looking to team up with an Australian funds management group in an attempt to grab a foothold in Austral...

Financial planning

Tower Managed Funds Limited has launched a socially responsible product with Norwegian fund manager Storebrand as the underlying manager of the product....

Financial planning

Morningstar’s recent business and management strength rating assessment of Advance Asset Management has placed significant question marks over the business’ ability to ma...

Financial planning

Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...

Financial planning

Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...

Financial planning

Sealcorp chief executive Ian Knox has called for a comprehensive review of “soft dollar revenues” across the financial services industry....

Financial planning

Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...

Financial planning

The Assirt research house has issues a “strong” rating to the international equity management capabilities of Platinum Asset Management in its latest half yearly review o...

Editorial

Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...

Financial planning

Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....

Financial planning

Good performance can mean a lot of things, but not necessarily support from financial advisers....

Financial planning

While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....

Financial planning

There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...

Financial planning

The announcement by Fiducian at the end of last month that it had acquired Bodinnars Personal Financial Planners marks a new era for a small private company which over th...

Financial planning

THE ASCENSION of the administration platform has been taking place for more than a decade, making it hard for planners to remember when they did not use one....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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