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FUND MANAGER
Financial planning
A raft of high profile financial planners and industry figures have launched a scathing attack on the funds management industry for a list of deficiencies they say are a ...
Financial planning
Shareholders of listed investment company Bentley Equities - previously BT Global Asset Management - will indirectly vote early in the new year on whether to appoint Cons...
Financial planning
Debbie Mayo-Smith looks at how to keep clients on your web site once you have them....
Financial planning
Former Hunter Hall International chief investment officer Kim Tracey, who departed from the group a week ago today, has been appointed as a senior fund manager by Merril ...
Financial planning
The funds management industry has come under further attack with more leading industry commentators slamming fund products they claim are being designed for a small profi...
Funds management
The funds management industry has been lambasted for its “uninspiring” lack of product innovation - a situation if not righted that will push more and more clients into d...
Financial planning
Not only is Kerr Neilson one of the forefathers of the boutique funds management industry, the head of one of the most innovative boutiques in the industry (which consist...
Financial planning
Roger Montgomery says fund management ‘style’ is bunkum and investments should be based on fundamentals, not marketing hype....
Financial planning
Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...
Financial planning
Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...
Funds management
OFM Investment Group will be launching a new range of friendly society bonds using van Eyk’s Blueprint Funds....
Financial planning
Financial planning dealer group Associated Planners Financial Services (APFS) announced today, in what will be an industry first, its intentions to turn its back on soft ...
Financial planning
It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...
Financial planning
As Nick Bruining’s career on the Financial Planning Association (FPA) board draws to a close, he reveals its deepest, darkest secrets…...
Financial planning
Boutique property fund manager MacarthurCook Investment Management (NAFM) has acquired National Australia Fund Management following its purchase of NAFM’s $475 million mo...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...