FUND MANAGERS

Funds management

Fund managers will need a passport to trade, while revamping AFSL regulations would impose further restrictions on the industry....

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Financial planning

What is a responsible investment? AMAL AWAD considers the changing hues of the financial services landscape....

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Financial planning

ROGER COLLISON contends that ignoring environmental, social and governance principles can be catastrophic for companies....

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Financial planning

The Accounting Professional and Ethical Standards Board is to produce a 'standard' for accountants, including chief financial officers employed by dealer groups and fund ...

Financial planning

David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....

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Financial planning

Four managers' ratings downgraded in sector review....

Financial planning

While it may seem safer to confine your investments to the local equities market, looking overseas may too be a good long-term strategy, writes Benjamin Levy....

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Financial planning

Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....

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Financial planning

Rating withdrawals of AXA, BlackRock and Tankstream funds follow suspension of redemptions and/or applications last year....

Financial planning

A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct....

Rate the raters

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

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Financial planning

Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...

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Financial planning

In the wake of the global financial crisis, the belief that alternative investments offered a safe haven from the tumult of the markets has been shaken, and questions are...

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Funds management

Fund managers believe capital flows into emerging markets will recover before developed markets after the global financial crisis, according to a Standard & Poor's survey...

People & Products

Former Zurich head of technical services to strengthen research capabilities....

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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 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 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 22 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...

2 days 2 hours ago