FUND MANAGERS

Financial planning

Standard and Poor’s (S&P) has introduced new measures to improve the transparency around fund ratings placed ‘on hold’....

Financial planning

It seems the sky is the limit for Advance Asset Management, which has announced that it is managing more than $7 billion of funds for retail and Australian investors....

Funds management

Macquarie Portfolio Management has expanded its range of hedge fund investment options, giving retail investors access to a global group of absolute return hedge fund man...

Rate the raters

Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...

Rate the raters

The Money Management Rating the Raters Survey 2006 collected opinions from 43 fund managers of varying size that control just over $537 billion in funds under management....

Financial planning

Much of the value of having a research house rate a financial product comes in the way of their perceived independence and their ability to offer a completely objective v...

Funds management

The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...

Financial planning

Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...

Financial planning

The FPA is expecting financial services providers to modify their products in response to market demands for separately disclosed product and advice fees following the im...

Financial planning

Abstract Long...

Financial planning

ASIC has made its regulatory presence felt in the superannuation choice of fund environment with exercises such as super switching surveillance and a current shadow shopp...

Financial planning

National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....

Financial planning

Industry Funds Services chair Garry Weaven has called on the Australian Consumer Association to extend its proposed investigation into trail commission to superannuation....

Financial planning

What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...

Financial planning

An online adviser reporting system that claims to take the guesswork out of deducing exact commission payments has been implemented by three dealer groups, with a fourth ...

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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 3 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 1 day 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 22 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...

3 days 2 hours ago