FUND MANAGERS
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...
Editorial
Abstract Long...
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...
Financial planning
The rise of platforms is killing off small funds managers, with advisers today placing only half the assets direct with managers that they did three years ago....
Financial planning
Van Eyk and property research group, Managed Investment Assessments have released the first report completed under a strategic alliance formed by the companies in April t...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...