FUND MANAGER

Financial planning

Research by Partnership Planning debunks the notion put out by index managers that actively managed funds do not consistently outperform the index, even after the higher ...

Superannuation

AM Corporation has gone live with a new electronic form designed to speed up applications for superannuation, which until last week, needed to be processed on paper forms...

Life/Risk

Forget any of the troubles caused by HIH on the personal indemnity insurance game. HIH may have gone down, but Nick Bruining still has to fill out the paperwork for his P...

Financial planning

Fund manager Tyndall Investment Manager has received conflicting ratings from two of the industry’s research houses....

Financial planning

The founding members of the Evensky Group are dissolving their partnership only weeks before financing they sought for part of a US$45 million financial planning empire i...

Financial planning

New Zealand's largest fund manager, AMP Henderson Global Investors, has revamped its investment operations structure and personnel which has resulted in its local equity ...

Editorial

As the push into defensive assets continues while markets head south, neglected asset classes continue to attract more of the spotlight. However Rob Keavney argues not al...

Financial planning

Zurich has joined the four-star club for managers rated by Morningstar....

Financial planning

IOOF Funds Management has introduced four wholesale trusts on the Australian market, expanding its range of investment opportunities....

Financial planning

The Australian Securities and Investments Commission (ASIC) has removed Triscott Investments as responsible entity of the Australian Managed Mortgage Investment Fund....

Financial planning

Measurements of economic performance have been distorted and will continue to do so for the next few months according to Rothschild Australian equities associate director...

Financial planning

The explosion of ethical funds has come at a time of increasing interest and the search for new sectors in which to invest. Mark Watmore examines the growth of this marke...

Funds management

Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...

Funds management

Credit Suisse has blitzed the field in the 2001 <I>Money Management</I>/Assirt Fund Manager of the Year to take out overall line honours in the awards....

Financial planning

Finding the category and overall winners of the Fund Manager of the Year is no easy task and takes many hours of examining data, some of which stretches back over three y...

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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 2 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 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. ...

3 days 21 hours 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 1 hour ago