MORNINGSTAR

Financial planning

The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...

Financial planning

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

Financial planning

With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...

Financial planning

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

Financial planning

FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....

Financial planning

With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...

Financial planning

Norwich has again topped net inflows into its Navigator master trust for the second quarter running, according to Morningstar research, with just under $231 million poure...

Financial planning

Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...

Financial planning

Bankers Trust (BT) has suffered its lowest quarterly net inflow to its Australian retail unit trusts in two years during the March 1999 quarter, according to Morningstar'...

Financial planning

New Zealand domiciled managed funds investing in Australian and New Zealand equities have filled the majority of Morningstar's list of top ten performers for the quarter ...

Financial planning

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

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

With less than a month in the managing director seat, Garry Mulcahy has already set his sights on new opportunities for the FlexiPlan master trust operations. Samantha Wa...

Financial planning

With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...

Financial planning

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

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