FUND MANAGER

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...

People & Products

Invesco Australia has appointed Gordon Glasfurd to the position of retail sales manager in NSW....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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