FUND MANAGERS

Editorial

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

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

Financial planning

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

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

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

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...

Financial planning

HEAD of the Tom Collins Consultancy, Tom Collins, has launched an online document management hub called Offerdox....

Funds management

The rise of boutique fund managers has been propelled by their ability to deliver at a time when institutional fund managers are finding it tough. MARK KNIGHT reports on ...

Financial planning

IF YOU as a financial services professional think consumers have some way to go in understanding the nature of investments and the provision of advice, get ready for a bu...

Editorial

Australia’s funds management community is in the midst of a dramatic slump in profits and revenue, the latest annual Investment and Financial Services Association (IFSA) ...

Financial planning

Following his retrospective a month ago, TOM COLLINS looks forward and predicts what changes and trends will emerge over the next four years and the impact they will have...

Funds management

Fund managers have thrown their support behind independent research trips with a number set to join a group of planners heading to the US and the UK later this year....

Financial planning

ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...

Financial planning

Research house Morningstar today released a Business and Management Strenth (BMS) rating on AXA Australia, scoring the group with a mark of three representing a place in ...

Financial planning

MORNINGSTAR New Zealand is approaching fund managers with a proposal to move to a quantitative only model for managed funds research....

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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 2 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....

5 days 17 hours 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 3 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 1 day ago