FUND MANAGERS

Financial planning

Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report....

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Financial planning

Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...

Funds management

Light of Day, an association for investors in the unlisted property sector, has been formed for those dissatisfied with bank lending practices....

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Financial planning

Peer pressure and the fear of risking their careers is pushing many fund managers to maintain low tracking error against the index, leading to little difference between t...

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Funds management

Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....

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Financial planning

One of Australia's few remaining large, non-institutionally owned advice groups is courting four potential institutional equity partners or owners....

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Funds management

A HSBC quarterly fund manager survey has stated that over half of fund managers hold a positive outlook about bonds, although investors may look towards reducing interest...

Funds management

A-REIT sentiment is down due to increasing interest rates, according to the latest Russell Investments Investment Manager Outlook....

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Editorial

Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....

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Financial planning

Research house S&P has defended its manufacturer-pays model, saying it increases transparency at a number of levels, despite acknowledging it leaves the research house be...

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Financial planning

The Industry Super Network has stepped up its rhetoric about fiduciary obligations and commissions, arguing that the Government has to act sooner rather than later....

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Financial planning

AMP chief Craig Dunn promises the AXA Asia Pacific merger will inject more competition into the wealth management market....

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Financial planning

Macquarie and Cromwell have requested that Standard & Poor’s withdraw its ratings on certain property funds....

Financial planning

Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....

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Financial planning

Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, espe...

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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. ...

1 week 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 15 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 19 hours ago