FUND MANAGERS

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...

Financial planning

Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....

Financial planning

The Federal election has thrown the January 1, 2005 deadline for fund managers and advisers having to disclose all fees and benefits as dollar amounts into disarray with ...

Financial planning

Inflows to managed funds are expected to grow at between 5 and 10 per cent a year over the next two to three years, according to a new KPMG report into the wealth managem...

Financial planning

Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....

Financial planning

A senior Liberal backbencher and chairman of the Senate Select Committee on Finance and Administration, Senator John Watson has praised the approach to superannuation by ...

Policy & Regulation

The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...

Financial planning

Skandia has reported a strong rise in funds flowing through its platform, Skandia One, and is aiming to maintain this growth to push it beyond $5 billion by 2006, chief e...

Financial planning

BT Financial Group has contacted up to 50,000 New Zealand investors to notify them of its intention to return to the High Court in Wellington and hopefully conclude an on...

Financial planning

A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...

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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