FUND MANAGER

Financial planning

Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...

Financial planning

The Assirt research house has issues a “strong” rating to the international equity management capabilities of Platinum Asset Management in its latest half yearly review o...

Editorial

Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...

Financial planning

Master trust fee levels will ultimately be determined by investors, through innovations such as Colonial’s FirstChoice master trust. KATE KACHOR reports....

Financial planning

Good performance can mean a lot of things, but not necessarily support from financial advisers....

Financial planning

While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....

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 announcement by Fiducian at the end of last month that it had acquired Bodinnars Personal Financial Planners marks a new era for a small private company which over th...

Financial planning

THE ASCENSION of the administration platform has been taking place for more than a decade, making it hard for planners to remember when they did not use one....

Financial planning

Active fixed interest has taken a back seat in recent months, but a new report by Assirt says active fixed interest managers are being treated unfairly. LACHLAN GILBERT r...

Financial planning

A fair days wage for a fair days work is still the catchcry for most working people but does the same apply to the financial services industry. Jason Spits looks at what ...

Financial planning

They are the public face of a funds management group, and like portfolio managers, have much of their efforts rewarded on a performance basis. At the same time they are h...

Funds management

The BT group is expected to join the growing list of major funds management groups in Australia to push headlong into the burgeoning hedge fund scene with the launch of a...

Funds management

IOOF is poised to sign a deal to provide all of Bendigo Bank’s fund management operations, including product development....

Financial planning

The Frank Russell group has dropped Deutsche Asset Management and Westpeak Global Advisors from the series of managers on its multi-manager investment funds in favour of ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 3 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 weeks 3 days ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

3 weeks 3 days ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

1 week 1 day ago
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