FUND MANAGERS

Funds management

New research by consultant Inalytics has found that, contrary to conventional wisdom, most fund managers cull their overperforming stocks and hold on to their underperfor...

Financial planning

A survey regarding unit pricing practices performed by a leading chartered accounting firm has revealed a large number of fund managers are lagging behind on the complian...

Financial planning

Abstract Long...

Financial planning

Financial planners’ lack of knowledge about hybrid fund structures is filtering through to retail investment clients, requiring more education and better research, accord...

Funds management

As the current rate of superannuation inflows force Australian investors to look at investing in offshore listed stocks, fund managers should be wary of responding by flo...

Funds management

International equities heavy weight Platinum has once again proved popular with financial planners, but new research has revealed there is a rising star in the asset clas...

image
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

Abstract Long...

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...

image
Editorial

Abstract Long...

image
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...

image
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...

image
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....

6 days 23 hours 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