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FUND MANAGER
Financial planning
One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
Credit Suisse Asset Management’s Australian equities products have maintained the confidence of Assirt, with the research house awarding the Swiss funds management group ...
Financial planning
ABN Amro’s systems of research and analysis give the fund manager an edge over many of its competitors, the Assirt research group has claimed....
Financial planning
Boutique fund manager Investors Mutual Ltd (IML) will close off its Australian Smaller Companies Fund at the end of the month, in line with a desire to remain small and f...
Editorial
The complex nature of hedge funds should not stop advisers from recommending them, says DOMINIC McCORMICK....
Financial planning
It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...
Editorial
ACTIVE managers use different investment styles with the aim of outperforming the market. In the US, ‘value’ and ‘growth’ are two of the key styles used by fund managers ...
Funds management
Investment consultant Dominic McCormick has linked up with the European based Gottex group to launch a new boutique funds management organisation....
Financial planning
BT Funds management has dropped the fees on its flagship BT Australian Share Fund under threat of a sell rating from the van Eyk Research group....
Funds management
With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...
Financial planning
The business management and operating capability of Absolute Capital Limited (ACL) has been assessed as “competent” by research house Assirt....
Financial planning
Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...
Financial planning
THE Merrill Lynch Investment Management group commands more loyalty from its customers than all other fund managers, even though it accounts for less than one per cent of...
Financial planning
The Top 100 Dealers Survey is punctuated by the moves of dealer groups, which are often the result of large wallets and large deals. SIMON SEGAL looks at what went down b...
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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....