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FUND MANAGER
Financial planning
Financial markets provided investors with some respite in March with the median fund manager in the InTech growth survey returning 1.64 per cent over the month....
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...
Funds management
UBS Global Asset Management has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back-to-back wi...
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
Financial planning
Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...
Financial planning
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
Financial planning
Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...
Financial planning
Recent damning television reports about the industry may not be all they seem, says Nick Bruining....
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Rate the raters
Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....
Financial planning
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
Rate the raters
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Financial planning
Mercer Investment Consulting is set to produce publicly available fund manager and product ratings, a move that could see the group in direct competition with the likes o...
Financial planning
The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...
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MARKET INSIGHTS
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 ...