FUND MANAGERS
Financial planning
Austrac has commenced a program of random on-site inspections of financial planners for compliance with anti-money laundering laws....
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Financial planning
Platform services provider OneVue has enhanced the separately managed account (SMA) on its investment platform....
Financial planning
A former client of Storm Financial and Colonial First State has used his submission to a parliamentary inquiry to argue for after-cost reporting of investment performance...
Funds management
Fund managers will need a passport to trade, while revamping AFSL regulations would impose further restrictions on the industry....
Financial planning
What is a responsible investment? AMAL AWAD considers the changing hues of the financial services landscape....
Financial planning
ROGER COLLISON contends that ignoring environmental, social and governance principles can be catastrophic for companies....
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....
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....
Financial planning
Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....
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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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...