FUND MANAGER

Editorial

PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....

image
Editorial

Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. Mark Arnold and...

image
Editorial

Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. Mark Arnold and...

image
Editorial

What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...

image
Editorial

This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...

image
Financial planning

Bond benchmarks are "structurally flawed", and bond performance targets for fund managers should instead be referenced to cash, according to Standard Life Investments hea...

Financial planning

Following a successful merger between Snowball Group and Shadforth Financial earlier this year, the combined group has posted a net profit after tax of $25.4 million for ...

image
Rate the raters

Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...

image
Financial planning

Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...

image
Funds management

A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...

image
Financial planning

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

image
Editorial

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

image
Editorial

Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....

image
Editorial

Many experts look at the bond market as an indicator for future inflationary changes. Dominic McCormick argues recent events, particularly in the US, prove otherwise....

image
Financial planning

Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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 7 hours ago