FUND MANAGERS

Financial planning

These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...

Financial planning

French financial services giant CDC IXIS is planning to launch a number of international funds in Australia during the next couple of months....

Financial planning

The longer he is in the industry the closer Nick Bruining gets to the heart of it all. For his first column of the new year he takes off his party hat and outlines plans ...

Financial planning

St George will offer investments in emerging fund managers after rolling out Ascalon Capital Managers, a venture capital vehicle pitched at institutions and high net wort...

Funds management

Listed financial services group Challenger International has joined the growing list of fund managers to enter the hedge fund marketplace, launching a long / short Austra...

Financial planning

While the Supreme Court case between Morningstar Inc and Graham Rich could be seen as the pinnacle in the whole eventful saga, the truth of the matter is much is still ye...

Financial planning

Morningstar research has today acted to deny speculation that it is set to abandon the publication of qualitative research in the wake of the departure of its Australian ...

Financial planning

SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...

Financial planning

BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....

Financial planning

More Australians than ever before are taking control of investing their own super, leading to a rapid rise in the number of self-managed superannuation funds....

Financial planning

Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...

Financial planning

Fund managers in New Zealand are busily sniffing around financial planning firms looking to buy distribution for their products with AXA leading the moves, openly walking...

Financial planning

A dearth in the willingness of fund managers to engage in fee based competition has placed a dampener on efforts to reduce investment fees over the last six months, accor...

Funds management

Merrill Lynch Investment Management (MLIM) are on track to be the next managers to offer a hedge fund product, with the Merrill Lynch Strategic Absolute Return Fund due l...

Financial planning

I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...

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MARKET INSIGHTS

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

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 12 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 7 hours ago