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FUND MANAGERS
Financial planning
Nearly 60 Australian fund managers have been set a July 18 deadline by the New Zealand Securities Commission to investigate possible breaches of regulations in filing do...
Financial planning
OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...
Financial planning
25 per cent of Securities Institute members remain unconvinced the Australian Securities and Investments Commission’s (ASIC) recently released guidelines on fee disclosur...
Funds management
Perennial Investment Partners yesterday signalled it will continue to be active in representing investor interests on corporate governance, a stance coinciding with the r...
Financial planning
With the sun now peeking through on international stock markets, Ben Abbott reports on how fund managers have managed to weather the storm....
Funds management
Australian fund managers are confident this financial year will prove more fruitful than 2002/03 despite the failure of estimates made this time last year to materialise....
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...