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Funds management
In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...
Funds management
Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...
Financial planning
All the trouble Perpetual Investments went to set up its Dublin-based international share fund looks to be paying off, with three Australian research houses slapping a st...
People & Products
The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...
Financial planning
Colonial First State’s in-house funds management arm suffered another blow today with both of its small caps funds downgraded to a ‘hold’ rating by research house Morning...
Financial planning
MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....
Financial planning
The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...
Financial planning
Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....
Superannuation
Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...
Financial planning
Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...
Financial planning
Deutsche Asset Management’s Global Select Equity and Global Bond funds have been hit with multiple ‘hold’ recommendations due to management changes resulting from the sal...
Financial planning
Mercer Global Investments added three diversified and four sector funds to its investment products range, taking a more aggressive approach to achieving returns whilst re...
Financial planning
New York based global banking and insurance giant Citigroup has sold the majority of its asset management business to US-based asset manager Legg Mason for approximately ...
Financial planning
Customers of Virgin Superannuation will only have to pay a flat fee of 1 per cent a year, but their money will not be actively managed....
Financial planning
452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....
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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...