AUSTRALIAN EQUITIES

Financial planning

Assirt rates Tower’s business management as competent while rating its operating capability as strong in its review of the funds manager....

Financial planning

There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...

Financial planning

The March quarter market share results from both Morningstar/ Plan for Life and Assist demonstrates the volume of money currently flowing into the united groups....

Financial planning

Merrill Lynch Investment Managers’ (MLIM) international performance has been slammed by Assirt, with the research house branding the group’s international shares and Glob...

Financial planning

Economic expectations revealing positive future prospects for the Australian dollar, along with the arrival of currency hedged funds, could mean international currency in...

Financial planning

Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....

Financial planning

Specialist investment research group 5Di will expand its operations and move into supplying its own manage the manager (MTM) style investment funds....

Financial planning

UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....

Editorial

The investment projections of some fund managers lack basic ingredients, writes DOMINIC McCORMICK....

Financial planning

Dimensional Fund Advisors (DFA) has been rated as a strong manager with strong sectors, while its four funds earned four stars in the latest review of the group from rese...

Financial planning

Investors Mutual has launched two new Australian share funds in the wake of its win in the Australian equities category of the Money Management / Assirt Fund Manager of t...

Financial planning

Colonial First State Investments raked in more than $934 million in retail fund inflows over the March quarter, almost $400 million more than its nearest competitor, AMP,...

Financial planning

Three out of four balanced fund managers underperform after fees and taxes are taken into account, a new survey from specialist index manager Vanguard Investments has fou...

Financial planning

Colonial First State has completed almost nine months of preparations for its much anticipated new master trust, gearing up to launch the investment platform to its finan...

Financial planning

UBS Global Asset Management (UBSGAM) has taken out the most prestigious prize in the funds management industry, winning the overall title in the Money Management / ASSIRT...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 18 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 21 hours ago