FUND MANAGER

Editorial

Performance graphs can be misleading, warns Rob Keavney, who explains how fund managers and others can create false impressions of investment performance....

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Financial planning

Complex products preventing planners from taking advantage of market upswings....

Financial planning

Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....

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Financial planning

The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...

Financial planning

Japanese fund manager Nomura Asset Management will be launching a retail China fund in Australia next month....

Funds management

Boutique property fund manager Amici Funds Management has launched its first direct property investment fund with the purchase of an office building in Sydney....

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Financial planning

Short-term returns are not compelling for investors, while volatility remains key issue to consider when investing in small cap funds....

Financial planning

Russell Investments has appointed value fund manager Dimensional Fund Advisors to manage a portion of its Russell Australian Shares Fund....

Financial planning

Share markets will not sustain recent gains and will fall to pre-2003 levels....

Financial planning

A key advantage offered by Deutsche Bank is a unique integration between the futures and options business and the managed account platform....

Financial planning

The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...

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Financial planning

Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...

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Editorial

Two recent research reports suggest active fund management has failed over the medium term to outperform the market. Robin Bowerman weighs in on the index versus active d...

Financial planning

US-based fund manager Safa Muhtaseb said market growth in the US and globally is likely to exceed expectations, but that we're only in the early stages of a recovery....

Financial planning

The funds management group is taking advantage of challenging market conditions to add to its stable of advisory businesses in its private wealth arm. Perpetual's latest ...

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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 4 days ago

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

1 month 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 3 days 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. ...

5 days 18 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...

4 days 22 hours ago