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FUND MANAGER
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...
Financial planning
Colonial First State (CFS) has lost three senior executives who have been poached by former chief executive Chris Cuffe to join him at CPH Investment Corp....
Financial planning
Morningstar Australia has sacked its head of research Daisy Chee a year after it removed its previous managing director Graham Rich....
Financial planning
Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....
Financial planning
Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...
Financial planning
Australian Unity is one of the few mutual groups still in the financial services market and, as John Wilkinson writes, its new managing director plans to make sure it sta...
Financial planning
Managed accounts can deliver the benefits of managed funds without the complications, says Stephen Robertson....
Financial planning
When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...
Editorial
We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....
Financial planning
Investors Mutual (IML) is moving from “strength to strength” according to the latest rating of the boutique fund manager by Assirt....
Financial planning
Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...
Financial planning
A Melbourne-based portfolio administration service plans to launch a virtual self- managed account option for investors by March....
Financial planning
Melbourne based financial planning group Glenhurst Corporation will move into the Sydney market after a major actuarial group, boasting $1.3 billion in funds under advice...
Funds management
When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....