3 March 2010 | ADPIA's most recent industry survey shows that almost 75 per cent of property fund managers are considering merger and acquisition activity over the next 12 months.
27 January 2010 | Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report.
12 January 2010 | A weaker global banking system is forcing businesses to seek credit elsewhere, which is creating opportunities for private credit internationally and in Australia, according to Mercer.
21 December 2009 | Investors with ethical sensitivities may prefer certified responsible investment funds, but do they really understand where their money is going and to what extent do they determine where the ethical boundaries lie, asks Caroline Munro.
1 December 2009 | Research house S&P has defended its manufacturer-pays model, saying it increases transparency at a number of levels, despite acknowledging it leaves the research house beholden to the wishes of the product manufacturers.
29 October 2009 | Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, especially since the onset of the GFC.
28 October 2009 | The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placing more than 80 per cent, according to Roy Morgan research.
26 October 2009 | The chairman of the Federal Government inquiry into superannuation, Jeremy Cooper, has raised the prospect of the government operating a national super default fund.
26 October 2009 | Common standards for straight-through data processing will bring more efficiency for planners.
21 October 2009 | The financial planning sector needs to lift its game in advising clients on the benefits of an allocated pension during the transition-to-retirement (TTR) phase, according to AMP director wealth management products, Andrew Hobern.
9 October 2009 | Perpetual Investments has appointed Matt McKinnon as general manager, Australian equities retail sales, replacing Paul Sewell, who has resigned.
22 September 2009 | Managers who utilise a top-down country selection approach to portfolio construction are the key driver of returns in emerging markets, according to a Macquarie Funds Group research paper.
21 September 2009 | Platform provider OneVue has today launched a separately managed account that can be integrated within the OneVue Unified Managed Account.
21 September 2009 | Sydney-based asset manager Astarra Asset Management has reached a milestone, managing $1 billion dollars of investors' assets, according to chief executive Shawn Richard.
14 September 2009 | ING Australia has introduced a tax and dividend optimisation strategy to the wholesale Australian Equities portfolio within its OptiMix range of specialist multi-manager funds.
8 September 2009 | The Association of Superannuation Funds of Australia and the FTSE Group have launched the FTSE ASFA Australia Index Series, claimed to be the industry standard tax-adjusted benchmarks for Australian investors.
1 September 2009 | Embattled property funds management group Trinity has posted an after-tax net loss of $226 million for the financial year to June 30, down from a net profit of $34.5 million in 2007-08.
26 August 2009 | Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliamentary Joint Committee on Corporations and Financial Services.
19 August 2009 | Platform provider netwealth has added three new funds to its Investor Rewards Program, which was launched earlier this year.
19 August 2009 | Financial planners remain a trusted source of investment information for Generation Y and X investors as well as baby boomers, according to an annual survey of DIY investors by RaboPlus.
19 August 2009 | A number of failures of governance at a director and business level contributed to the global financial crisis, offering a number of lessons for the future, according to Investec Bank chairman David Gonski.
18 August 2009 | Shadforths Financial group has followed up the merger and rebranding of its 12 foundation advice firms on July 1 with the launch of a dealer services business, Third Party Services, this month.
18 August 2009 | Platform services provider OneVue has enhanced the separately managed account (SMA) on its investment platform.
09:38 AM | The Australian Institute of Superannuation Trustees (AIST) is writing up guidelines that would require all its trustees to do a minimum of 30 hours continuous professional development through a registered training organisation.
14 August 2009 | 'Simple advice' may actually erode super balances if members don't understand the limitations of the information they're receiving, according to research by Guardian Financial Planning.