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FUND MANAGERS
Financial planning
Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...
Editorial
The strong Australian economy and better than expected company profits are proving a boon to fund managers, according to the latest InTech Financial Services data....
Financial planning
Three more fund managers - Zurich, Credit Suisse Asset Management and Asgard - have rolled out Term Allocated Pension products just in time for government legislation all...
Financial planning
The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...
Funds management
Asia ex-Japan has become the fastest growing asset management region in the world, and given it houses two of the world’s most populous and rapidly growing economies will...
Financial planning
Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...
Editorial
Web Abstract long compulsory...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Superannuation
Nick Bruining takes a serious look at the impact of choice of fund legislation on the asset management and self-managed super arena....
Rate the raters
Boutique research house Zenith Investment Partners is ready to take its model to the advisory market. John Wilkinson reports....
Rate the raters
With a broad and deep research offering, Assirt has plenty more to offer, as Ross Kelly investigates....
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Financial planning
The Australian Securities and Investments Commission is satisfied Australian fund managers are not breaching the Corporations Act through late trading or market timing, d...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...