FUND MANAGER
Funds management
Lonsec will expand its research capability to rate both separately-managed accounts (SMAs) and the platforms on which they are offered to investors, with the first rating...
Financial planning
Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying fund to provide a solution for financial planners....
Financial planning
Industry Funds Management grows its funds under management by 35 per cent to $46 billion....
Funds management
Fund manager Legg Mason has announced it will package its four Significant Investment Visa (SIV) complying funds to provide a solution for advisers....
Financial planning
The NSW Court of Appeal has rejected a bid by three of Perennial’s directors to extract a multi-million dollar loss of control payment from IOOF. ...
Financial planning
Manny Pohl has launched a long only, high conviction, growth style equity fund via his newly-formed EC Pohl & Co....
Editorial
Responsible investment hasn’t exactly taken off in the planner space despite the advent of cheaper products and easier access. Bela Moore reports. ...
Rate the raters
Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...
Funds management
Altair Asset Management has launched its Australian equities business, with former Hunter Hall principal Philip Parker taking on the role of managing director and chief i...
Editorial
A boutique fund manager won this year’s Money Management/Lonsec Fund Manager of the Year award. Is this a reflection of the way the market is behaving and the nature of t...
Superannuation
Domestic growth assets recorded poor results in May this year, according to Morningstar's Australian Institutional Sector Survey....
Funds management
Australian Super reveals it will be paying $500 million in fees to external managers around the time it reaches $100 billion in AUM....
Superannuation
When it comes to Australian equities, small and medium-sized companies are likely to perform better than their large-cap counterparts, according to fund manager Hyperion ...
Funds management
Plato’s Australian Shares Income Fund has won the Lonsec/Money Management’s Fund Manager of the Year Award for best Retirement Product Innovation for 2013. ...
Financial planning
Fund manager Legg Mason has picked up key mandates in partnership with IOOF....
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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...