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DAN FARMER
Financial planning
Insignia Financial has combined the management of diversified multi-asset strategies and separated out all directly-managed single asset class strategies while MLC chief ...
Features
Since the inception of FE fundinfo Crown Fund Ratings in 2017, there have only been three funds within the Australian Core Strategies universe that have been consistently...
Features
IOOF and First Sentier Investors lead the way when it comes to 5 Crown funds, but Colchester Global Investors has seen all four of its funds rated 5 Crowns in the latest ...
Awards
Having an experienced investment committee and a strong investment governance structure has given the IOOF Balanced Investor Trust fund the edge to win Money Management’s...
Features
Last year had two double-digit five Crown fund management groups, but were they able to retain that position this year?...
Funds management
IOOF now leads the way with the most five Crown rated funds with nine, as the two double-digit five Crown funds from last year – IPAC Asset Management and Macquarie – bot...
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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...