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FUND MANAGERS
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...
Financial planning
Perpetual Investments has emerged as the strongest smaller companies fund manager in Morningstar’s new Australian Equities Smaller Companies qualitative sector strength r...
Funds management
UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...
Financial planning
ING Australia has announced the departure of its chief executive officer John Wylie in the same week that ANZ Bank revealed its 49 per cent stake in the joint ING Group/A...
Financial planning
AXA has brought the asset consulting of its superannuation products in-house, awarding the work to Ipac which had previously been handled by van Eyk Research....
People & Products
ING Australia has announced the departure of its chief executive officer John Wylie less than 24 hours before ANZ Bank revealed its 49 per cent stake in the joint ING Gro...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Rate the raters
Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....
Rate the raters
This year marks the second year that Money Management has undertaken the Rating the Raters Survey which was carried out in conjunction with the Tom Collins Consultancy. T...
Financial planning
For the most part, research houses accepted the criticisms levelled at them by fund managers – but there were some things they weren’t prepared to take lying down. Lucie ...
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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...