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FUND MANAGER

Financial planning

Australian Unity is building on a reputation as a niche funds manager after the group received a number of four star funds ratings from research house, Assirt....

Financial planning

Morningstar has fired its latest salvo in the battle among researchers for the hearts and minds of advisers and investors with the launch of a new portfolio construction ...

Financial planning

Rob Keavney is no stranger to controversy. A recent article Keavney wrote to counter some of the extremes of exuberance on hedge funds sparked a number of detailed respon...

Financial planning

The growth of investing globally is being accompanied by an increase in information, much of it overwhelming, which is the result of more stringent disclosure. According ...

Editorial

An industry superannuation fund that is recommended by financial planners - I don't think so. That is the perception of many in the financial planning community, but as S...

Editorial

By Damien Hatfield The article ‘Hedge funds fail the asset class test’ in Money Management (24 May 2001) is a particularly timely discussion of a number of important issu...

Editorial

Despite the best efforts to create an international investment hub in Australia, the local industry is still tied to what happens in the traditional markets of Europe and...

Funds management

The Deutsche owned Paladin Property Securities has been recognised for its performance in the property investment market with an award of best overall fund by Property In...

Financial planning

Research by Partnership Planning debunks the notion put out by index managers that actively managed funds do not consistently outperform the index, even after the higher ...

Superannuation

AM Corporation has gone live with a new electronic form designed to speed up applications for superannuation, which until last week, needed to be processed on paper forms...

Life/Risk

Forget any of the troubles caused by HIH on the personal indemnity insurance game. HIH may have gone down, but Nick Bruining still has to fill out the paperwork for his P...

Financial planning

Fund manager Tyndall Investment Manager has received conflicting ratings from two of the industry’s research houses....

Financial planning

The founding members of the Evensky Group are dissolving their partnership only weeks before financing they sought for part of a US$45 million financial planning empire i...

Financial planning

New Zealand's largest fund manager, AMP Henderson Global Investors, has revamped its investment operations structure and personnel which has resulted in its local equity ...

Editorial

As the push into defensive assets continues while markets head south, neglected asset classes continue to attract more of the spotlight. However Rob Keavney argues not al...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago