FUND MANAGER

Financial planning

Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...

Funds management

The term emerging markets tends to invoke images of economic meltdown, high volatility and risk. But strong returns from the asset class in 2003 redefine these stereotype...

Editorial

The labels ‘value’ and ‘growth’ are simplifications of styles which are much more complex, writes Robert Keavney....

Financial planning

Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....

Financial planning

Count Financial has bought the planning software already used by most of its advisers, Interact, from IOOF Investment Management after the latter opted to sell the packag...

Financial planning

Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....

Financial planning

The merger of SAI and TeysMcMahon has seen both parties bring complementary skills to the table – and more than double their funds under management. John Wilkinson report...

Financial planning

So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....

Funds management

Colonial First State has signed an exclusive deal to take research from global property specialists Colliers International, in a move that will also result in Colliers be...

Financial planning

Boutique fund manager MFS Group is set to list on the Australian Stock Exchange via a ‘back-door’ listing after announcing plans to merge with a publicly floated investme...

Financial planning

What do the Mile High Club, the Grinch and financial planning have in common? Trust Nick Bruining to know the answer....

Editorial

Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....

Financial planning

The value of the US dollar has reached critical levels and could start to impact on markets, US-based Principal Global Investors president Jim McCaughan told investors du...

Financial planning

Pengana Capital will announce the launch of a new small companies division early next week as the boutique fund manager continues its strategy of adding specialist offeri...

Financial planning

The small caps sector has reached its peak and will be unable to sustain its current high level of performance, a new report has warned....

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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 6 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 4 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. ...

1 week 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...

6 days 12 hours ago