FUND MANAGERS

Financial planning

The financial services regulator has identified conflicts of interest present in asset consultant business models, which it said needed to be managed properly....

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Financial planning

Calastone wins through on Ausbil Dexia connection....

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Financial planning

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

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Financial planning

A financial services lawyer has been able to outline how privacy legislation impacts on the selling of financial advisers' client books in the wake of Money Management's ...

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Financial planning

DST Global Solutions is touting the advantages of the corporate actions solution it is developing with XSP on its HiPortfolio platform....

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Financial planning

With the ASX considering the final look of its new listed managed fund service, questions remain over whether Aqua II will attract wholesale fund managers to make the lea...

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Financial planning

A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...

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Funds management

Financial advisers should rethink the benefits of value-style share funds as active management falls across the Australian large-cap share funds sector, according to Morn...

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Funds management

Russell Investments is set to launch a new survey which would measure and rank fund managers on their after-tax returns....

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Rate the raters

The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...

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Rate the raters

Leveraging worldwide resources, Mercer’s global status has helped win respect for its research methods among the majority of fund managers in Money Management’s Rate the ...

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Rate the raters

While the impact of recent redundancies and a shift in focus towards alternatives will not be felt until next year’s survey, one area van Eyk improved on in 2011 was the ...

Rate the raters

Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....

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Funds management

Lonsec has yet again come out on top in Money Management's 2012 Rate the Raters survey, but other researchers have been closing in on the firm over the past 12 months....

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Superannuation

Corporate superannuation specialists are warning of an administration minefield amid a lack of clarity on grandfathering arrangements....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 7 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 22 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 2 hours ago