FUND MANAGERS

Rate the raters

Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....

Financial planning

Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....

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Financial planning

The Australian Securities and Investments Commission (ASIC) is conducting a surveillance campaign of tied advisers that could yield results as damning as a recent report ...

Financial planning

The results are out and on behalf of Money Management, Nick Bruining is proud to announce the winners of the inaugural Felsy Awards....

Financial planning

Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....

Financial planning

Well punters, once again it’s off to Sydney for the big FPA annual nosh up and as usual, Nick Bruining delivers the inside goss on where to be seen and who to avoid....

Financial planning

Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...

Financial planning

A Melbourne-based portfolio administration service plans to launch a virtual self- managed account option for investors by March....

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Editorial

Short-term market forecasts are about as useful as horoscopes, says DOMINIC McCORMICK....

Funds management

When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Financial planning

The Intech Financial Services research group has rejigged its benchmarks for investment performance to reflect the litany of fund managers who disappear from the radar sc...

Financial planning

The Morningstar research house has announced sweeping changes to its rating of fund managers and their funds in Australia, less than one week after dismissing its head of...

Financial planning

The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago