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FUND MANAGER
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...
Superannuation
Tax strategies linked to superannuation are growing in popularity but have also been identified by the Australian Tax Office as an area of concern. Rob Keavney questions ...
Financial planning
The Australian Stock Exchange (ASX) intends to proceed with a plan to develop a transactional processing service for unlisted managed funds....
Financial planning
Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...
Financial planning
Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...
Financial planning
Focus Investment Management founder Stephen O’Brien has confirmed the boutique funds management house will cease business after only 18 months in operation....
Financial planning
Tower Managed Funds now shares the same status as Tyndall as a one star fund manager, after Morningstar announced a downgrade yesterday....
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....
Financial planning
Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....
Financial planning
When the Dimensional Value fund hit the top rung of the performance ladder for the year to May 31, the financial services industry let out a collective cry of surprise. J...
Financial planning
Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....
Financial planning
Deutsche Asset Management (DAM) has restructured its global bond team to integrate its fixed income process across its branch offices....
Financial planning
Global equity markets are turning towards the start of a new cycle, says Goldman Sachs Asset Management co-head of global equity Andrew Orchard....
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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...