funds management

Financial planning

Separation of product from financial advice vital

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

Financial planning

Govt accused of lagging on Investment Manager Regime

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

Funds management

Small-caps Sector Wrap-Up reinforces need for diversity - Morningstar

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...

Editorial

Why investors pay a heavy price for bank deposits

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...

Financial planning

S&P handles sibling funds

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

Policy & Regulation

In-house funds could solve FOFA concerns, says Brian Long

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...

Editorial

Australian equities - swings and roundabouts

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...

Funds management

Macquarie managed accounts added to over 30 APLs

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

Editorial

Multi-asset funds shift their approach

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

Financial planning

Investors Mutual Limited joins Calastone client list

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

Financial planning

Mason Stevens merges with 2020

Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....

Financial planning

S&P's Australian withdrawal questions ratings' future

A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...

Financial planning

S&P's Australian withdrawal questions ratings' future

A scaling back of the services offered in Australia by S&P Capital IQ could be a symptom of an overcrowded market undergoing a rationalisation - but more consolidation co...