RETAIL FUNDS

Financial planning

Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...

Financial planning

Master trusts are continuing to outstrip their traditional retail fund counterparts in terms of asset grow and fund flows according to actuary and research firm Plan For ...

Editorial

The announcement of a healthy 15.6 per cent growth in funds under administration for St George-owned Sealcorp over the past twelve months today has significantly boosted ...

Financial planning

Colonial First State has suffered a series of large outflows in key retail funds which has been masked by the success of FirstChoice which has shown record growth rocketi...

Financial planning

Less than stellar investment returns over the past two years have reignited the industry superannuation fund versus retail fund fee debate. Craig Phillips reports....

Financial planning

Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...

Financial planning

Aberdeen Asset Management has made a formal offer to shareholders of Edinburgh Fund Managers as it attempts to acquire the UK-based investment manager....

Financial planning

The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...

Financial planning

China’s fledgling asset management marketplace will eclipse the more established Hong Kong market in size by the end of the year when it will boast US$26.7 billion in ret...

Financial planning

UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...

Financial planning

Self managed superannuation funds (SMSFs) are gaining popularity as members choose to DIY rather than entrust super fund trustees with their retirement savings, according...

Financial planning

Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...

Editorial

Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....

Rate the raters

This year marks the second year that Money Management has undertaken the Rating the Raters Survey which was carried out in conjunction with the Tom Collins Consultancy. T...

Financial planning

Japanese investors are stubbornly ambivalent to the provision of financial advice according to US-based research firm Cerulli Associates, meaning Japanese advisers are co...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago