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FUND MANAGERS
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...
Financial planning
Australia’s pooled fund managers had more than $4 billion wiped off their bottom line in the first quarter of this financial year as the September 11 tragedy in the US pl...
Financial planning
The Australian managed fund industry is bracing itself for the repercussions of the terrorist attacks in the US as investors respond to the crisis by looking for safe hav...
Financial planning
Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...
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....
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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...