FUND MANAGER
Financial planning
The transition of portfolio assets when changing fund managers is resulting in higher costs and loss of performance for superannuation funds according to Frank Russell tr...
Financial planning
Online broker E*Trade has announced the roll out of a system which will allow the research and trading of retail and wholesale managed funds...
Editorial
Perpetual Trustees today announced it had posted a net profit of $40 million for the past financial year, up 31 per cent on the previous year....
Financial planning
IPAC Securities has sold its 50 per cent share of New Zealand Funds Management (NZFM) following a management buyout....
Financial planning
SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...
Financial planning
News that Australia’s funds management industry has taken a shine to ethical investment has raised a few eyebrows around the industry. ...
Financial planning
County hopes to unfreeze its five suspended cash trusts by the end of August....
Financial planning
Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....
Editorial
There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...
Financial planning
Only one in 50 financial planners does not use the Internet for their business, according to a recent survey....
Financial planning
Helping to build a fund manager only to see it sold to a third party was one of the reasons why the Matrix Financial Group was formed in June last year....
Financial planning
County Investment Management is up for sale – only three years after the National paid $100 million for the business....
Financial planning
The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....
Financial planning
IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...
Funds management
Fund managers around the world are facing a major shake-out, according to one of the world’s biggest financial services groups, Frank Russell....
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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...