FUND MANAGERS

Financial planning

Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...

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Funds management

New S&P research points to continuing fund manager churn....

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Financial planning

While there are obvious opportunities in emerging markets, fund managers have warned that investors not lose sight of opportunities in developed markets....

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Editorial

In the wake of the Federal Budget, and with sovereign debt worries in Europe, the future is uncertain for financial planners....

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Financial planning

Dealer groups are continuing to support calls for a unified industry voice despite concerns about how a potential merger between the FPA and the AFA would work....

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Financial planning

Lonsec has given seven funds its top rating of Highly Recommended in the latest 2009-10 Large Cap Global Equity Fund sector review....

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Rate the raters

After a disastrous 2008, fund managers staged a dramatic recovery last year. Chris Kennedy takes a look at fund manager performance in 2009 and the factors that prompted ...

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Funds management

Fund managers have a more cautious market outlook due to sovereign risk concerns in Greece and other European countries, according to the latest Investment Manager Outloo...

Editorial

Dominic McCormick explains why it is time to increase the heat on the frozen funds littering the mortgage, high yield, property and hedge fund sectors....

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Funds management

Many institutional investment strategies record turnover significantly higher than their stated levels, according to a Mercer and IRRC Institute study....

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Editorial

Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....

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Funds management

Fund managers are predicting modest global economic growth and higher equity returns in 2010 but are less positive about bond and credit markets, according to a survey co...

Superannuation

JP Morgan has asserted that the super industry needs to look at alternative styles of investment that are more closely tailored to the needs of those nearing retirement....

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Financial planning

More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....

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Financial planning

Performance fees being charged by some fund managers in the Australian equities extension sector are excessive, and are being applied without appropriate benchmarks....

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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 20 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. ...

2 days 11 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 15 hours ago