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Financial planning
HSBC’s overall three star rating from Morningstar has survived a review by the research house which had scaled down the majority of the fund manager’s qualitive ratings....
Financial planning
Merill Lynch Investment Managers (MLIM) has created an internal research division focusing on the delivery and service of research to investment consultants and research ...
Financial planning
Looking back, Grant Abbott, the chief executive of The Strategist Group (TSG), is not sure exactly when things started to go so wrong with his business, all he knows is t...
Financial planning
BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Superannuation
Macquarie has become the second Australian fund manager to include a geared option in an investment vehicle, following the roll out yesterday of its new superannuation in...
Financial planning
The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....
Financial planning
The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...
Financial planning
For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...
Financial planning
NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...
Financial planning
Ventura Investment Management, the new funds management arm of dealer group Professional Investment Services (PIS), has been given its first taste of credibility with new...
Funds management
Colonial First State has announced senior portfolio manager Simon Shields the successor to Greg Perry as the portfolio manager for the group’s flagship Australian equitie...
Financial planning
Tyndall Investment management has been rewarded for adhering to its deep value style, with research house Assirt today upgrading the manager’s Australian share products f...
Financial planning
Morningstar has reconfirmed the Tower group’s one star rating indicating a relatively ‘very poor quality’ fund manager....
Financial planning
Morningstar has changed its qualitative ratings model that will extend both the range and number of funds rated by the research house without changing its 50/50 qualitati...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...