FUND MANAGER

Rate the raters

The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...

Financial planning

Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....

Financial planning

Ignoring their own rhetoric, balanced fund managers appear to relying on short-term results, writes LEEANNE BLAND....

Financial planning

Van Eyk has entered a strategic research alliance with property research group Managed Investment Assessments (MIA), the last in a series of research group alliances inte...

Funds management

Listed fund manager Australian Value Funds Management has taken a 40 per cent stake in planning firm Garnaut Private Client Advisers....

Financial planning

Research groups generate an income from the fees charged to clients – either fund managers opting for a review, or subscription payments from advisers wishing to get regu...

Editorial

In late 2003, I wrote an article which pointed out some of the flaws in the new listed investment companies (LICs) floating at the time, and predicted that investors’ hig...

Financial planning

One of the world’s largest fund managers has cut-off access to van Eyk Research, accusing the ratings house of acting as its competitor and claiming that it could not tru...

Financial planning

Australian equities have become the star performers of many portfolios in the past 12 months, and every day the market gets stronger. But, like all good things, it has to...

Financial planning

The mid-cap stocks enjoyed strong growth in 2004, and have been a favoured sector for investors, but should that be the only sector which investors focus on? The simple a...

Financial planning

It is a cruel irony that last year’s outperformance of the Australian equities sector should give few clues to fund manager performance during 2004 and the 12 months ahea...

Financial planning

BT Financial Group has given its planned new dealer group an identity, and confirmed that former Retireinvest chief executive Mark Spiers would head up the business....

Funds management

Mariner Financial has become the latest fund manager to launch an American property trust, the Mariner American Property Income Trust, which it claims will target high-yi...

Financial planning

Merrill Lynch Investment Managers is bringing the highly diversified investment approach, philosophy and process of its US-based Global Allocation Fund to the Australian ...

Editorial

Picking a fund manager that will consistently outperform over the long-term is like finding the pot of gold at the end of the rainbow. And while advisers have greater acc...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 1 day ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago