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...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...