FUND MANAGERS

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...

Editorial

For those looking for the big bucks, funds management is still the sector for lucrative packages. In particular, investment specialists continue to be well-remunerated, w...

Financial planning

It is a cruel irony that last year’s outperformance of the Australian equities sector should give few clues to fund manager performance during 2004 and the 12 months ahea...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago