FUND MANAGERS

People & Products

The former head of implemented consulting at JANA Investment Advisers, Simon Ibbetson, has been named as the new head of Assirt Research....

Funds management

The Australian funds management industry appears to have ‘turned the corner’ after end of year figures released by research house Dexx&r indicate a healthier state of aff...

Financial planning

PremiumChoice platform is set to target Western and South Australia in a bid to expand the number of dealer groups using its services by 30 per cent over the next 12 mont...

Financial planning

MLC and electronic platform provider InvestmentLink have signed a deal that will enable the MLC group to widen its platform’s reporting capabilities to include products f...

Financial planning

What use is past performance in predicting the future? Deirdre Keown reports....

Financial planning

The Boutique Financial Planning Principals Group’s (BFPPG) Bruce Baker says it is too soon to know the effects of the Australian Consumers’ Association (ACA)/Australian S...

Financial planning

The Federal Treasurer Peter Costello is considering lobbying New Zealand ministers over problems Australian fund managers are having across the Tasman....

Financial planning

The savings industry in New Zealand is reaching out to the broader business community in an effort to provide the Government with a savings policy....

Financial planning

The InvestorWeb Research Six Star Awards have been designed to identify and publicly recognise those fund managers that InvestorWeb Research attest to be premier fund man...

Financial planning

Invesco Australia has been named the top six star manager by InvestorWeb Research iht the area of Australian equities (small companies) on the back of long term outperfor...

Financial planning

InvestorWeb Research has named the managers it considers worthy of receiving its six star ratings and at the head of the pack is UBS Global Asset management (GAM) which h...

Funds management

The retail funds management industry has suffered its worst quarter of net inflows since March 1995, with only $435 million of new funds being channelled into the industr...

Financial planning

Two former IWL executives, David Wright and David Smythe, have launched a new research consulting business - Zenith Investment Partners - six months after being dismissed...

Financial planning

The Assirt research house has released a ‘strong’ rating for two fund managers to which BT Funds Management is now outsourcing its management in the areas of internationa...

Financial planning

The Investment and Financial Services Association (IFSA) has released an upgraded Standard Investment Management Agreement (SIMA) emphasising the importance of active cor...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 21 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 1 hour ago