FUND MANAGER
Financial planning
Ausmaq’s development of its spoke-and-hub solution for IFSA’s MfundEC standard will not happen unless it wins support from more than 50 per cent of the financial services...
People & Products
The last remaining founder of Portfolio Partners, David Slack, has left the company which he co-founded the company in 1994 with Keith Ince and a group of former County N...
Financial planning
While the Supreme Court case between Morningstar Inc and Graham Rich could be seen as the pinnacle in the whole eventful saga, the truth of the matter is much is still ye...
Financial planning
Hunter Hall has been given at least one thumb up by Assirt which has judged the ethical boutique fund manager as “competent” overall, awarding four stars to Hunter Hall’s...
Funds management
While education remains at the top of the list of priorities of hedge fund managers, good performance has helped to raise the profile of the alternative asset class....
Financial planning
Communication in the financial planning industry should be as free and open as possible as a means of building trust between advisers and clients according to Accumulus c...
Financial planning
Morningstar’s quarterly report on the state of the managed funds industry shows that Australian retail fund assets fell over the three months of the September 2001 quarte...
Funds management
AXA Australia has become the latest fund manager to propel itself into the ever burgeoning multi-manager hedge fund scene with the launch of a global fund-of-hedge fund t...
Financial planning
Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...
Editorial
When presented with graphs and tables it is worth considering how that data was chosen and for what reasons. Rob Keavney examines the techniques used by managers to sell ...
Financial planning
The Bank of New Zealand has for the first time ever taken out the FundSource Fund Manager of the Year Awards and has also taken out the top award for international shares...
Financial planning
JBWere Investment Management has rolled out an Australian Equities Fund targeting retail investors with as little as $5000 to invest....
Financial planning
Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....
Financial planning
Let’s be perfectly honest here. This month is want to talk simply about largesse, palm greasing, freebies and other things that are likely to get a business development m...
Financial planning
Research house InvestorWeb is considering taking legal action against BT Funds Management over allegations made by BT’s chief investment officer Gary Symons that the rati...
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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...