retail funds

Financial planning

Credit Suisse banks on Adelaide alliance

Credit Suisse Asset Management has entered the cash management market with an alliance with Adelaide Bank....

Financial planning

Wraps and master trusts – Ignorance may be bliss for unaware advisers

The overwhelming majority of financial advisers know very little about wrap accounts....

Financial planning

Self-managed funds seem to be doing well for themselves

Self-managed funds have continued to be Australia's fastest growing sector in superannuation, according to the Australian Prudential Regulation Authority (APRA). ...

Financial planning

Macquarie builds from the bottom up

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

Credit Suisse banks on Adelaide Alliance

Credit Suisse Asset Management has entered the cash management market with an alliance with Adelaide Bank....

Financial planning

Vanguard gives US parent a run for its money

US-based funds management giant Vanguard is beginning to see the kind of success in Australia that pushed the group to its solid number two position in the US mutual fund...

Financial planning

Phoenix rises for Jardines

The future of Jardine Fleming’s retail funds will be decided in the next few weeks, with the business probably moving to associate broking firm Ord Minnett....