FUND MANAGERS

Financial planning

The financial services industry says the Federal Government went a long way yesterday to arresting fears that any proposed anti-money laundering legislation would heap un...

Funds management

The Australian funds management industry is continuing to experience good growth, but fund managers are going to have to do more to win the trust of investors, according ...

Funds management

The Federal Government has sought to assure fund managers that it will play a largely hands-off role in the investment decisions of its $16 billion Future Fund, but has a...

Financial planning

A little known financial services group has started a petition calling for fund managers to be hit with cash penalties for failing to release clients’ superannuation with...

Financial planning

The Ethical Investment Association has launched a certification program for providers of SRI products and services, which it hopes will promote consistency and make it ea...

Financial planning

For Australia’s biggest financial planning dealer groups, managing conflicts is all about ensuring advisers have adequate choice....

Financial planning

Individual managed accounts (IMAs) have been touted as the next big thing in financial services for a number of years. Admittedly, nobody knows exactly how many funds und...

Financial planning

Fund managers will find it increasingly difficult to generate returns for their investors, and larger, more established managers are likely to be the ones struggling to p...

Financial planning

The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...

Financial planning

Poor returns in the materials and financial sectors have caused the Australian sharemarket to register an overall negative return on a month by month basis for the first ...

Rate the raters

The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...

Rate the raters

The Rating the Raters survey 2005 was conducted using an online questionnaire and took place during February 2005. Participants were asked questions on areas such as rese...

Financial planning

Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....

Financial planning

Ignoring their own rhetoric, balanced fund managers appear to relying on short-term results, writes LEEANNE BLAND....

Financial planning

Research groups generate an income from the fees charged to clients – either fund managers opting for a review, or subscription payments from advisers wishing to get regu...

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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