FUND MANAGER

Financial planning

Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...

Financial planning

Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....

Financial planning

Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....

Financial planning

When the Dimensional Value fund hit the top rung of the performance ladder for the year to May 31, the financial services industry let out a collective cry of surprise. J...

Financial planning

Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....

Financial planning

Deutsche Asset Management (DAM) has restructured its global bond team to integrate its fixed income process across its branch offices....

Financial planning

Global equity markets are turning towards the start of a new cycle, says Goldman Sachs Asset Management co-head of global equity Andrew Orchard....

Financial planning

Australian Unity is building on a reputation as a niche funds manager after the group received a number of four star funds ratings from research house, Assirt....

Financial planning

Morningstar has fired its latest salvo in the battle among researchers for the hearts and minds of advisers and investors with the launch of a new portfolio construction ...

Financial planning

Rob Keavney is no stranger to controversy. A recent article Keavney wrote to counter some of the extremes of exuberance on hedge funds sparked a number of detailed respon...

Financial planning

The growth of investing globally is being accompanied by an increase in information, much of it overwhelming, which is the result of more stringent disclosure. According ...

Editorial

An industry superannuation fund that is recommended by financial planners - I don't think so. That is the perception of many in the financial planning community, but as S...

Editorial

By Damien Hatfield The article ‘Hedge funds fail the asset class test’ in Money Management (24 May 2001) is a particularly timely discussion of a number of important issu...

Editorial

Despite the best efforts to create an international investment hub in Australia, the local industry is still tied to what happens in the traditional markets of Europe and...

Funds management

The Deutsche owned Paladin Property Securities has been recognised for its performance in the property investment market with an award of best overall fund by Property In...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 4 hours ago