FUND MANAGERS

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...

Financial planning

Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...

Superannuation

Web Abstract long compulsory...

Funds management

Boutique fund managers have completely outrated their larger rivals to dominate the Australian equities category in the 2005 Money Management Fund Manager of the Year awa...

Financial planning

Treasurer Peter Costello has dismissed the recent slide in the Australian sharemarket as the correction we had to have....

Financial planning

The federal government will act on its promise to make administering super guarantee payments easier for employers next Monday by launching a new streamlined electronic p...

Financial planning

The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...

Financial planning

The Investment and Financial Services Association has called for a three-year deferral of the introduction of dollar fee disclosure regulations on closed financial servic...

Financial planning

Research house Standard & Poor’s is considering a change to its process of reviewing fund managers, just weeks after its purchase of rival Assirt Research from the St Geo...

Rate the raters

The power of research houses is highlighted by the recent decision of UBS to no longer allow its funds to be rated by van Eyk, which it sees as a competitor....

Financial planning

Van Eyk Research managing director Stephen van Eyk has taken the group’s highly-public dispute with UBS Global Asset Management to the Swiss manager’s global headquarters...

Policy & Regulation

The Howard government has been urged to make further cuts to the tax rate for superannuation, as well as confirm funding to deliver on its election promises to the financ...

Financial planning

Investors should allocate 25 per cent of their portfolio to international equities as growing volatility on global markets gives good stock pickers better scope for outpe...

Financial planning

Fund manager performance and investment style consistency have been identified as key factors in attracting fund flows, however manager reputation also has a strong influ...

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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