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Financial planning
Favourable market conditions for gold have prompted van Eyk to suggest investors revise their current portfolio asset allocations with a view to increasing their exposure...
Funds management
Following the defection of Colonial First State’s global listed property team to Perennial, Morningstar has downgraded the CFS global property strategy to its lowest rati...
Financial planning
In the debate that raged between industry and retail funds through the year, Industry Fund Services chair, Garry Weaven, was quite successful in keeping the argument’s fo...
Funds management
Emerging markets offer investors stronger growth and less volatility than developed economies, according to a new report from van Eyk Research....
Financial planning
Fewer people are willing to change superannuation funds now than before the introduction of choice, but almost one in four of those who do switch appear headed for an ind...
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
The recently merged Associated Planners Financial Services and Garrisons Financial Planning dealer groups have, as a single entity, signed a lucrative long term contract ...
Rate the raters
The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...
Financial planning
Research groups generate an income from the fees charged to clients – either fund managers opting for a review, or subscription payments from advisers wishing to get regu...
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
Standard & Poor’s has removed the ‘hold’ rating it placed on Portfolio Partners’ concentrated Australian equity fund, the Elite Opportunities Trust....
Financial planning
Standard and Poor’s has placed a number of Citigroup Asset Management’s funds and sectors on hold following the sale of the division to Legg Mason, which was announced on...
Financial planning
Challenger Financial Services’ purchase of HSBC Asset Management Australia has had its first tick of approval from a research house, with Navigator retaining its ratings ...
Financial planning
Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
Financial planning
The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...