FUND MANAGER

Editorial

Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...

Financial planning

BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...

Financial planning

As the shaky dot.coms and booming biotech stocks of last year become just a painful memory investors are questioning the best method to invest in equities. Kate Kachor co...

Financial planning

Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....

Financial planning

Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...

Financial planning

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...

Financial planning

Hunter Hall, one of the largest ethical investment trust managers is set to float in a bid to raise $4.5 million, giving the boutique fund manager a valuation of $21.1 mi...

Financial planning

AM Corporation is one of the last surviving independently owned financial services groups in Australia. Stuart Engel examines the impact of one of the biggest revamps in ...

Financial planning

Online financial transactions have become almost commonplace among the richest third of Australian society. Mike Taylor asks whether the Australian populace is ready for ...

Editorial

Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...

Financial planning

BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....

Financial planning

Deutsche Asset Management has rolled out a series of mezzanine products targeted at financial advisers....

Financial planning

Co-founder of Portfolio Partners, Keith Ince, has stepped down from his role as co-managing director of the Norwich-owned fund manager....

Financial planning

With the acquisition of York Capital under its belt, Australian Unity is restructuring the way it plays the property investment market. John Wilkinson looks at where that...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago