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FUNDS MANAGEMENT
Funds management
Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...
Funds management
In its latest financial report, BT Investment Management has reported net outflows of $700 million to end the December quarter at $34.7 billion in total funds under manag...
Financial planning
Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...
Editorial
Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...
Funds management
Concerns investors have about managed funds, such as high costs and low returns, are unfounded, according to wealth management group JB Were....
Editorial
The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....
Superannuation
The use of retail fund managers by SMSFs has grown over the past three years, according to Plan For Life....
Funds management
The flurry of regulatory change out of the US and Europe has served to challenge Australian investment managers....
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Editorial
Financial advisers must be conscious of making their advice easy for clients to understand and knowing the difference between wants and needs, writes Mark Knight....
Superannuation
Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....
Funds management
HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
Editorial
Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....
Editorial
van Eyk's Jonathan Ramsay gives investors some tips for determining whether a fund manager will outperform....
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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...