FUND MANAGERS

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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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

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

1 week ago

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

1 week 6 days ago

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

2 weeks 4 days ago