FUND MANAGERS

Financial planning

The increase in merger and acquisition activity across the globe is making it significantly more difficult for fund managers to outperform their respective markets, accor...

Financial planning

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Financial planning

Standard & Poor’s has released new findings on the mortgage fund sector, which suggests the lending environment continues to be challenging....

Financial planning

Funds investing in local and global property securities and blend-style share funds were the dominant players among Australian managed funds launched during the past 12 m...

Financial planning

BT Financial Group is about to launch a new initiative on its wrap platform that will see selected fund managers enjoying a range of exclusive benefits while investors sa...

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Editorial

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Financial planning

Australia’s top 10 fund managers found themselves back in positive territory in the three months to the end of September with BT/Westpac leading the way with an increase ...

Funds management

China represents a vast untapped market for the funds management industry as it begins to address the funding of its national social security system, according to the chi...

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Financial planning

Financial advisers pose a considerable cost to their dealer group, with the average revenue they generate equating to a $5,000 cost per advisory business, according to re...

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Editorial

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Funds management

Global equities are being supported by buoyant liquidity despite fund managers remaining concerned about the outlook for corporate earnings, according to a Merrill Lynch ...

Financial planning

State Street Corporation has unveiled new research insights into the costs and implementation of moving portfolios between fund managers and changing asset allocations....

Financial planning

The Australian Securities and Investments Commission is considering making it mandatory for so-called ‘shelf fee’ arrangements between fund managers and dealer groups to ...

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Financial planning

Infrastructure cannot be explained as a single, homogenous asset class, according to the inaugural research paper published by investment consultant van Eyk....

Editorial

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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 1 day 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. ...

3 days 19 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 23 hours ago