FUNDS MANAGEMENT

Funds management

Towers Watson has released research supporting a rebalance of outperformance fees to better align interests between investors and hedge fund managers....

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Funds management

Investing in volatility is unlikely to bring investors the rewards they may expect with the financial climate in Europe still so uncertain, according to former Perpetual ...

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Funds management

Almost all major managed fund categories reviewed by Morningstar leapt ahead in the first quarter of 2012, with small companies funds the standout....

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Financial planning

Boutique funds management house Bennelong has made its Kardinia Absolute Return Fund available to retail investors....

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Editorial

Despite its relatively small size, solid growth in recent years has made the exchange-traded fund (ETF) space the envy of managed funds and some of the other sectors. Fre...

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Financial planning

Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....

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Financial planning

The Federal Opposition has claimed answers provided by Treasury officials have confirmed government inaction is denying Australian fund managers the opportunity to access...

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Funds management

Morningstar has released its Sector Wrap-Up for small-caps, awarding just one of 35 strategies its highest accolade while reinforcing the need for fund managers to incorp...

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Editorial

Having clients believe that placing money in bank deposits constitutes investing will have a detrimental effect on both the financial advice industry and the end consumer...

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Financial planning

Standard & Poor's Fund Services announced that it had this week assigned ratings to various sibling funds managed by a range of fund managers....

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Policy & Regulation

Independent dealer groups wondering how they will service mass affluent clients under FOFA should consider starting up their own funds management business, says Mercer he...

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Editorial

A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...

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Funds management

Macquarie Private Portfolio Management's managed accounts have been added to the APLs of more than 30 dealer groups over the past year....

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Editorial

As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....

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Financial planning

Independent transaction network, Calastone, which launched in Australia in January, has added Investors Mutual Limited to its client list....

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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 5 days ago

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

1 month 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. ...

1 week 3 days 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. ...

6 days 1 hour 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...

5 days 5 hours ago