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FUND MANAGER

Financial planning

Ethical fund manager Hunter Hall has hit the market running with its stock opening at $1.20, well above its list price of 90 cents, after listing at midday today....

Financial planning

Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....

Funds management

Global institutional asset management group WestAM has launched an Australian presence, following its acquisition of HSBC Quant last December....

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....

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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