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FUND MANAGER
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....
Financial planning
Active fixed interest has taken a back seat in recent months, but a new report by Assirt says active fixed interest managers are being treated unfairly. LACHLAN GILBERT r...
Financial planning
A fair days wage for a fair days work is still the catchcry for most working people but does the same apply to the financial services industry. Jason Spits looks at what ...
Financial planning
They are the public face of a funds management group, and like portfolio managers, have much of their efforts rewarded on a performance basis. At the same time they are h...
Funds management
The BT group is expected to join the growing list of major funds management groups in Australia to push headlong into the burgeoning hedge fund scene with the launch of a...
Funds management
IOOF is poised to sign a deal to provide all of Bendigo Bank’s fund management operations, including product development....
Financial planning
The Frank Russell group has dropped Deutsche Asset Management and Westpeak Global Advisors from the series of managers on its multi-manager investment funds in favour of ...
Financial planning
Bendigo Bank has launched the first products for its new funds management operation, Bendigo Managed Funds including four new funds and the existing Sandhurst Trustee’s i...
Financial planning
AXA has joined the fray to win dealer groups’ back office business with the launch of Jigsaw Support Services....
Financial planning
Economic expectations revealing positive future prospects for the Australian dollar, along with the arrival of currency hedged funds, could mean international currency in...
Financial planning
Colonial First State Investments has pulled out of New Zealand and transferred responsibility for distributing its funds to fellow Commonwealth Bank subsidiary, Sovereign...
Financial planning
Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....
Financial planning
Two ex-employees of major research houses, Angela Ashton and Amanda Crowley, have set up their own independent research group, Investment Research Solutions (IRS)....
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
Financial planning
UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....