FUND MANAGERS

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...

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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 ...

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Financial planning

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

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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...

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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...

Financial planning

Standard & Poor’s survey reveals a funds management industry struggling with tough times and facing both product and industry consolidation....

Financial planning

Allows 12-month suspension of premium payments for retrenched clients in response to hard economic times....

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Funds management

New Mercer research reveals fund flows into sustainable investing and emerging markets are continuing to grow despite the global downturn....

Editorial

A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...

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Financial planning

When it comes to fund manager performance in 2008-09, Amal Awad reports that the best-performing managers are those whose investment returns have plumbed lesser depths....

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Financial planning

Competition between industry and retail funds not necessarily improving performance....

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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 23 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 3 hours ago