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FUND MANAGER
Financial planning
InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...
Financial planning
Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...
Editorial
The way investors and advisers buy and redeem units in managed funds could be turned on its head with the advent of listed managed funds. Stuart Engel takes a look at the...
Financial planning
The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...
Financial planning
Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....
Financial planning
The Australian and Securities and Investments Commission (ASIC) has issued stop orders on three separate fund managers....
Funds management
Hedge fund manager specialist Financial Risk Management (FRM) has hit Australian shores, headed up by former Tower Asset Management chief executive Derek Goodyer....
Financial planning
Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....
Financial planning
A combination of skills is needed to handle international investments for the best returns Michael Gordon responds to a recent article arguing that large and small manage...
Superannuation
Tax strategies linked to superannuation are growing in popularity but have also been identified by the Australian Tax Office as an area of concern. Rob Keavney questions ...
Financial planning
The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....
Financial planning
Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...
Financial planning
Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...
Financial planning
Focus Investment Management founder Stephen O’Brien has confirmed the boutique funds management house will cease business after only 18 months in operation....
Financial planning
Tower Managed Funds now shares the same status as Tyndall as a one star fund manager, after Morningstar announced a downgrade yesterday....
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MARKET INSIGHTS
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....