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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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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...