FUND MANAGERS

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...

Financial planning

Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...

Financial planning

The secretary of the ACTU, Greg Combet has expressed concern that superannuation funds are too often being placed under pressure to achieve good short-term returns at the...

Financial planning

The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...

Financial planning

Sales for agribusiness schemes have broken through the $1 billion barrier for the 2005 financial year with eucalypts contributing most, research house Adviser Edge has re...

Editorial

Picking a fund manager that will consistently outperform over the long-term is like finding the pot of gold at the end of the rainbow. And while advisers have greater acc...

Financial planning

Creating a point of difference from other dealer groups is the reason for the jump in adviser numbers at Australian Financial Services, says chief executive officer Peter...

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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 17 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 4 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 2 days ago