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FUND MANAGER
Financial planning
Bendigo Bank has launched the first products for its new funds management operation, Bendigo Managed Funds including four new funds and the existing Sandhurst Trustee’s i...
Financial planning
AXA has joined the fray to win dealer groups’ back office business with the launch of Jigsaw Support Services....
Financial planning
Economic expectations revealing positive future prospects for the Australian dollar, along with the arrival of currency hedged funds, could mean international currency in...
Financial planning
Colonial First State Investments has pulled out of New Zealand and transferred responsibility for distributing its funds to fellow Commonwealth Bank subsidiary, Sovereign...
Financial planning
Lonsec has reviewed the BT Small Companies Fund and has awarded the fund a ‘recommended’ rating....
Financial planning
Two ex-employees of major research houses, Angela Ashton and Amanda Crowley, have set up their own independent research group, Investment Research Solutions (IRS)....
Financial planning
Gearing is not for all investors, and advisers that recommend gearing inappropriately should expect to face the consequences. GEOFF DAVEY looks at the fate of the client,...
Financial planning
UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....
Editorial
The investment projections of some fund managers lack basic ingredients, writes DOMINIC McCORMICK....
Editorial
Efficient market theory does work according to Kevin Bailey who writes that the problem actually lies in the advice and research clients receive....
Financial planning
Australian Unity is to set up its own financial planning arm, with Garrisons providing the back-office support....
Financial planning
The former managing director of Morningstar, Graham Rich, has signed joint venture agreements with Plan-for-Life and Resnik Communications, as part of the role out of his...
Financial planning
Investors Mutual has launched two new Australian share funds in the wake of its win in the Australian equities category of the Money Management / Assirt Fund Manager of t...
Financial planning
UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...
Editorial
It has not been in my nature to forecast the future but I would like to indulge in a bit of future gazing. A debate that started in this august journal last year was the ...
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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...