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Financial planning
Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...
Editorial
When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...
Financial planning
America’s Certified Financial Planner (CFP) Board is planning to relinquish some of its control to a new ruling world board, leaving the final say on global CFP matters t...
Financial planning
Perennial Investment Partners has signed an alliance deal with Western Asset Management Company, in a move designed to give Australian investors greater access to global ...
Financial planning
The Bank of New Zealand has for the first time ever taken out the FundSource Fund Manager of the Year Awards and has also taken out the top award for international shares...
Financial planning
Perpertual Investments has added a fourth product to its diversified funds range with the addition of the Diversified Growth fund aimed at investors seeking moderate grow...
Financial planning
A dearth in the willingness of fund managers to engage in fee based competition has placed a dampener on efforts to reduce investment fees over the last six months, accor...
Financial planning
IOOF has indicated that it would tackle the issue of demutualisation, if its members should vote in favour of the proposal in April or May next year....
Financial planning
Macquarie Investment Management has given its diversified balanced funds a more conservative tilt after conducting a wide-ranging review into the structure of the funds....
Financial planning
Barclays Global Investors (BGI) has received the thumbs up from Assirt with its overall rating moving up from competent to strong with Assirt paying particular focus to t...
Financial planning
Australian shares look likely to maintain their status as an investor “safe haven” compared with other share markets, a panel of the financial services industry’s top chi...
Funds management
The international and domestic sharemarkets were already suffering significant losses prior to the negative impact of the terrorist attacks in the US, according to result...
Financial planning
BT Financial Group has sold its registries division to Australia’s largest provider of share registration services Computershare....
Financial planning
MLC has extended its MasterKey investment platform to offer a complete portfolio management system to independent financial advisers....
Financial planning
Australian investors will sink more than $2.8 trillion into managed funds by 2012, according to Commonwealth Bank currency strategist Michael Workman....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...