FUND MANAGERS

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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Editorial

During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...

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Funds management

Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...

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Funds management

The liquidity issues that caused a number of mortgage funds to be frozen at the height of the global financial crisis have been addressed and these funds can now offer re...

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Financial planning

Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....

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Editorial

While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...

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Editorial

It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...

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Editorial

As the Australian Securities Exchange is about to launch Aqua II, Lucinda Beaman looks at possible outcomes for the new capability. Will it succeed or is it bound to fail...

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Financial planning

Standard & Poor's Fund Services has suffered more ratings withdrawals from major clients as a result of the recent announcement regarding the closure of its Australian bu...

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Editorial

A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago