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Rate the raters
The planning industry is placing greater emphasis on in-house research, but this is no major threat to larger research houses like InvestorWeb, writes Kate Kachor....
Financial planning
IOOF has been upgraded while Colonial First State and ING have both been downgraded as part of research house Lonsec’s Diversified Sector Review released today....
Editorial
LUCIE BEAMAN spoke to Richard Gilbert and Brian Thomas about what will be the major influences on the funds management world this year....
Funds management
Managed funds research house Morningstar is claiming managed funds are able to beat any given benchmark but few do so, due to a lack of manager skill....
Financial planning
Advance Funds Management has signed an exclusive deal with the US based Mellon Global Investments to provide its products to the market in a sizeable retail expansion for...
Editorial
While speaking at the FPA’s annual convention, Roger Gibson made a convincing case for asset allocation diversification – but left Dominic McCormick uncomfortable with so...
Funds management
Australian equities were the stand-out performer when compared to other asset classes in the month of October, after the S&P 200/ASX finished up 3.2 per cent....
Financial planning
MLC is not a fund manager, but a manager of managers, combining the expertise of 22 managers from around the world. Simon Segal reports....
Financial planning
UBS has been rated the top six star manager in diversified funds by InvestorWeb Research for its Global Fund - a multi-sector product with active sector management....
Financial planning
InvestorWeb Research has named the managers it considers worthy of receiving its six star ratings and at the head of the pack is UBS Global Asset management (GAM) which h...
Funds management
UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...
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
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
Financial planning
Van Eyk Capital will roll out its annual agribusiness survey this month with the research group encouraging advisers and clients to consider the benefit of the investment...
Financial planning
Sealcorp and 5Di have signed up the Australian Agribusiness Group (AAG) to provide them with research on agribusiness managed investment schemes....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...