POWERED BY MOMENTUM MEDIA
FUND MANAGERS
Financial planning
Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...
Financial planning
Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....
People & Products
BlackRock Australia has appointed Albert Daniels to lead investment communications for the asset management firm....
Financial planning
Major industry research houses have renewed their calls for legislation to be introduced to stop fund managers putting misleading names on their funds....
Financial planning
Fund managers should use their size and influence to ensure the companies they invest in take environmental, social and governance (ESG) issues into consideration....
Editorial
The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...
People & Products
Research house Zenith has broadened its offering with the creation of a new division....
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Editorial
With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...
Financial planning
The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Financial planning
The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...
People & Products
Pinnacle Investment Management has appointed Steve Gamerov as director of product and strategy, which the company claims will further support the growth of its 'house of ...
Financial planning
Lonsec picked first-time winner in this category, Perennial Value Smaller Companies Trust, out of the crowd of competitors thanks to its strong, sustained performance and...
Financial planning
A clear separation of the responsible entity (RE) from the fund manager and product promoter will increase investor protection significantly, according to Equity Trustees...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...