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FE FUNDINFO
Rate the raters
Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....
People & Products
The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focuse...
Policy & Regulation
It will be made available as part of the firm’s investment research and analytics software, FE Analytics, in time for the deadline on 5 October, 2021....
Financial planning
FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....
Funds management
These funds cover a variety of equity, fixed interest and mixed asset sectors, in the latest rebalancing of FE fundinfo’s quantitative rating....
Features
Last year had two double-digit five Crown fund management groups, but were they able to retain that position this year?...
Features
There have been nine funds in the latest FE fundinfo Crown Ratings rebalance which have seen a significant five-ranking move from their previous position last September. ...
Features
IPAC Asset Management had 12 five Crown funds last year, while Macquarie Investment Management had 10, but how did they do this time around?...
Features
It was good news for the mixed asset growth, global and small and mid cap funds in this edition of the FE fundinfo Crown Ratings, all reporting double-digit funds which r...
Funds management
The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...
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...
Expert Analysis
The implementation of design and distribution obligations to the Australian financial services industry will bring with it a range of new challenges but, as Mikkel Bates ...
Funds management
After more than 30 years, Money Management’s Fund Manager of the Year awards are evolving to deliver a whole-of-market approach via the involvement of multiple research h...
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MARKET INSIGHTS
Podcast
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...
Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...