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FUND MANAGERS
Rate the raters
While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...
Rate the raters
While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...
Funds management
Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....
Editorial
Long-held skepticism about the performance of ethical funds appears to be unfounded. Why then, are the funds still slow to gain traction, asks Nicholas O’Donoghue....
Financial planning
The FSC said Australian funds managers will gain cross-border access, and the financial services sector will benefit from the Japan Australia Economic Partnership Agreeme...
Financial planning
Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....
Funds management
THE process Lonsec implemented to select the winners for each award category is consistent with last year's process and consisted of three primary components....
Funds management
The finesse of an experienced investment team can be the difference between outperforming and underperforming, even in tough market circumstances. ...
Funds management
Fund managers should focus on investing in stocks they are confident in instead of hedging their bets through diversification strategies, an academic believes....
Funds management
Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...
Financial planning
OneVue undertakes rebrand with new logo and extended services....
Funds management
Treasury Group takes equity stake in former Macquarie Group private equity funds management business....
Superannuation
Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....
Editorial
Socially responsible investing is more complex than simply distinguishing ‘good’ companies from ‘bad’ companies, writes Bruce Smith. ...
Financial planning
A new planning association has been launched, promising to help advisers deliver real return strategies against the backdrop of increasing regulation. ...
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MARKET INSIGHTS
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...