FUND MANAGERS

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....

image
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...

image
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...

image
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....

Financial planning

This year’s winner in the Multi-Manager category, Advance Asset Management, has been a long-term multi-manager protagonist and its head of investment solutions, Patrick F...

image
Funds management

Many direct property managers blame the government guarantee for the negative impact on their businesses, and will now change the way they market themselves to investors ...

image
Financial planning

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

image
Funds management

With increasing amounts of funds sunk into alternative investments, fund managers need to explain to wary investors how they operate....

Financial planning

The Minister For Superannuation and Corporate Law, Senator Nick Sherry, says rebuilding confidence in the superannuation and financial services industry is now a priority...

Financial planning

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

image
Financial planning

A global survey of fund managers has found that the risk appetite of investors is improving, with many of them beginning to emerge from the defensive positions that promp...

Funds management

The latest research released by Standard & Poor's suggests fund managers are facing further rationalisations and the need to find cost savings in a tough environment....

Funds management

Research house Morningstar offers qualitative assessment of 15 global listed property strategies; says fully-hedged funds will miss out this year and it's time to re-esta...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 5 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 3 days ago