Australians are most likely to choose a fund managers based on a recommendation, usually from a financial planner or family member, rather than advertising, a new ASSIRT/...

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...

Credit Suisse Asset Management is new to the retail market, having only just launched a series of funds aimed at the private investor. The response from the market, howev...

Performance track record is the common starting point for both retail and wholesale fund management appointments. Industry publications such as Money Management and Perso...

As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...

I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...

The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...

Commonwealth Financial Services’ more cautious investment style appears to be working. Zilla Efrat takes a look at its philosophy and approach to investment decisions....

Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....

In discussions with financial planners about wrap accounts, it is clear that their full ramifications, potential difficulties and the totality of possible benefits are no...

The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of bickering about who is doing what to whom in the marketpl...

New codes which identify parties to electronic commerce transactions are being developed for financial planners....

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...