FUND MANAGER
Financial planning
Zurich has joined the four-star club for managers rated by Morningstar....
Financial planning
IOOF Funds Management has introduced four wholesale trusts on the Australian market, expanding its range of investment opportunities....
Financial planning
The Australian Securities and Investments Commission (ASIC) has removed Triscott Investments as responsible entity of the Australian Managed Mortgage Investment Fund....
Financial planning
Measurements of economic performance have been distorted and will continue to do so for the next few months according to Rothschild Australian equities associate director...
Financial planning
The explosion of ethical funds has come at a time of increasing interest and the search for new sectors in which to invest. Mark Watmore examines the growth of this marke...
Funds management
Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...
Funds management
Credit Suisse has blitzed the field in the 2001 <I>Money Management</I>/Assirt Fund Manager of the Year to take out overall line honours in the awards....
Financial planning
Finding the category and overall winners of the Fund Manager of the Year is no easy task and takes many hours of examining data, some of which stretches back over three y...
Financial planning
UBS Asset Management may not be the oldest name in the local market but, ironically, has been working at establishing a solid presence for over fifteen years....
Financial planning
Selling short has been the key to Platinum Asset Management’s winning performance in 2000, says investor services manager Liz Norman....
Funds management
Strong capabilities across all sectors in all market conditions has propelled Credit Suisse Asset Management (CSAM) to the top spot in the multi-sector category....
Editorial
The world over it has been a particularly volatile period in fixed-interest markets. ...
Financial planning
The finalists for the Money Management/ Assirt Fund Manager of the Year award have been decided. Jason Spits looks at who will contend for top honours after a turbulent y...
Financial planning
The relationship between financial planners and dealers is under fire. The effects of the upcoming Financial Services Reform Bill (FSRB) combined with that of the Aliena...
Policy & Regulation
It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...
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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...