fund managers

Financial planning

Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...

Financial planning

Hunters and gatherers stake their claims

DAVID Attenborough, looking at the financial planning landscape in the early 1990s, would have noted how the scene was dominated by relatively small, independent packs of...

Financial planning

Put performance first and personalities second

IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...

Financial planning

Is big beautiful?

As the banks move into financial services in a big way, most notably with Westpac’s acquisition of BT, conventional wisdom says that big is better. TOM COLLINS begs to di...

Financial planning

Ausmaq names price for MAINhub

Ausmaq has launched its pricing system for its MAINhub and MAINlink systems, but will waive these charges for fund managers signing up before January next year....

Financial planning

REST looks at corporate super

AUSTRALIA’S largest industry superannuation fund, REST, has launched a new corporate division in a bid to win corporate superannuation business....

Financial planning

BDMs labelled underperforming and overpaid

The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...

Financial planning

Rainmaker looks for best sales pitch

Industry research group Rainmaker Information is looking for the best marketers in the industry and is inviting nominations for its inaugural Marketing Excellence Awards,...

Editorial

What should we be doing in asset allocation?

In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...

Editorial

Do fund of funds serve the retail investor?

Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...

Financial planning

Will LPTs lose their sparkle?

Investors are worried about LPTs, not because they have performed badly, but because they have performed so well. GEORGE LIONDIS reports....

Financial planning

Industry repairs should be first priority

While choice of funds makes its way back onto the agenda, TOM COLLINS says the issue of self interest must be tackled or the industry faces the possibility of further gov...

Financial planning

ACA takes tough stance on fees

AUSTRALIANS are paying too much for funds under management, and consumers should have the option of paying fees on a performance basis to compensate for underperforming f...

Financial planning

Private equity to grow with master trusts

Retail investors are set to gain more exposure to private equity as master trusts increasingly embrace these investments, predicts Marcus Darville, head of Private Equity...

Editorial

Facing the music in a low return market

As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...