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FUND MANAGER
Financial planning
HSBC Australia will boost its presence in master trusts and wrap accounts spearheading a global move away from direct sales according to chief executive officer Barry She...
Financial planning
Australian firm ObjectMastery is shrugging off the downturn in the funds management business in the UK with its Transact wrap account receiving inflows of about $375,000 ...
Financial planning
BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...
Financial planning
I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...
People & Products
Former National Asset Management (NAM) chief investment officer Stephen Hiscock has returned to funds management as head of his own boutique operation in Melbourne, after...
Financial planning
Australia’s pooled fund managers had more than $4 billion wiped off their bottom line in the first quarter of this financial year as the September 11 tragedy in the US pl...
Financial planning
InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...
Financial planning
Fund Managers are caught in relationship crossfire. The demand for greater performance and transparency is gathering momentum. Consumers and key players in the food chain...
Editorial
The way investors and advisers buy and redeem units in managed funds could be turned on its head with the advent of listed managed funds. Stuart Engel takes a look at the...
Financial planning
The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...
Financial planning
Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....
Financial planning
The Australian and Securities and Investments Commission (ASIC) has issued stop orders on three separate fund managers....
Funds management
Hedge fund manager specialist Financial Risk Management (FRM) has hit Australian shores, headed up by former Tower Asset Management chief executive Derek Goodyer....
Financial planning
Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....
Financial planning
A combination of skills is needed to handle international investments for the best returns Michael Gordon responds to a recent article arguing that large and small manage...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...