FUND MANAGERS

Financial planning

Ethical investing is a great way for financial planners to sign up younger clients, co-chair of the Ethical Investment Association Janice Carpenter says....

Financial planning

The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...

Financial planning

Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....

Financial planning

It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...

Financial planning

Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...

Editorial

The way investors and advisers buy and redeem units in managed funds could be turned on its head with the advent of listed managed funds. Stuart Engel takes a look at the...

Financial planning

The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....

Financial planning

Fund managers in New Zealand are being criticised for their decision to close many of their funds following the terrorist attacks in the United States earlier this month....

Financial planning

A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...

Financial planning

AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...

Financial planning

Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...

Financial planning

The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...

Financial planning

Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....

Financial planning

The biggest printer of prospectuses for fund managers, Blue Star, is now in Australian hands, following a management buy-out by its Australian and New Zealand executive t...

Financial planning

China is emerging as one of the biggest opportunities for fund managers looking to spread beyond their own geographical boundaries. ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago