fund managers

Editorial

Former managing director and publisher of Morningstar Australia, Graham Rich has resurfaced in the financial services industry with a business venture that will capitalis...

Financial planning

NZ super fund gets backing from IMF

The New Zealand Government’s plans to establish a multi-billion dollar fund to help pay for some of the future costs on the state pension have been supported by the Inter...

Financial planning

APIR breaks codes barrier

APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...

Financial planning

Fiducian signs up Challenger to offer annuities

Listed financial services group Fiducian Portfolio Services has finalised an agreement with Challenger to launch complying annuities products to its network of financial ...

Financial planning

Perpetual reviews master trust manager mix

Perpetual is currently revamping its fund-of-fund master trust offerings and reviewing all fund managers in anticipation of launching a new manager line up at the end of ...

Financial planning

Growth managers set for come back

Fund managers with a growth style are poised to make a comeback according to Alliance Capital senior vice-president Guru Baliga....

Financial planning

Loyalty called on to stop planner exodus

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....

Financial planning

Growth you can count on, but big is still best

Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...

Financial planning

Before the fall comes pride

The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....

Financial planning

Research houses answer the critics

The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...

Financial planning

Big is best no matter what industry says

For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...

Funds management

Fund manager report canned

New Zealand fund managers can stop holding their breath waiting for the Securities Commission’s report on practices within their industry - it’s officially been canned....

Funds management

Outside fund managers key to BT success

BT Funds Management will increasingly stake its future success on the performance of outside fund managers after it launched a series of new multi-manager investment opti...

Financial planning

Private equity still under the radar

al">An asset class can be out of favour for a whole host of reasons....

Financial planning

Ascalon adds two managers to list

Ascalon Capital Managers, St George’s funds management incubator, has expanded its list of managers announcing the addition of a further two emerging managers to its pool...