fund managers

Financial planning

Equities – Young turks myth makes way for the new breed

The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...

Financial planning

Equities – Nothing ordinary about ASX change

Australian Stock Exchange executives are busy gathering feedback from fund managers and other users of the all ordinaries index which could result in a major shake-up of ...

Financial planning

Rating ASSIRT’s bold gamble

Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....

Financial planning

ParaPlanning opens shop in NSW

ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....

Financial planning

The lessons of a decade of fund choice in the US

In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...

Funds management

Fund management groups miss deadline

A significant number of funds management groups missed the June 30 deadline for lodgement of trustee retirement notices under the Manag-ing Investments Act (MIA), accordi...

Funds management

An open letter to fund managers

This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...

Financial planning

APIR now back on track

New codes which identify parties to electronic commerce transactions are being developed for financial planners....

Financial planning

DIY Investors: friend or foe?

Should fund managers and advisers see do-it-yourself investors as a threat or an opportunity?...

Financial planning

Beware of lemmings bearing questions

Readers will remember our last episode where Nick Bruining had decided to take the leap of faith required to obtain a dealer's licence. We left our intrepid hero dangling...

Financial planning

Government dragging its feet on MIA

Fund managers' efforts to become single responsible entities are being paralysed by government inaction....

Financial planning

Sadly, ‘soft’ skeletons are still rattling in the closet

This edition of Money Management is dominated by the evolving business of portfolio administration services. ...

Financial planning

Making the choice selection

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Funds management

Life and fund managers unite

A new non-profit professional association set to launch this week reflects convergence between the life insurance and fund management sectors....