FUND MANAGER
Editorial
Advisers recommending high-income clients invest blindly in unit trusts should beware of tax implications....
Financial planning
Investment performance is still the most important consideration for clients deciding which product to invest in, a funds management and consumers study has found....
Financial planning
In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...
Financial planning
Deutsche Funds Management (DFM) is about to launch what it believes are Australia's first themed international funds....
Financial planning
Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....
Financial planning
Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....
Funds management
This is an open letter to all funds managers from a typical adviser who runs a small business. I mean to raise issues that urgently need to be addressed by all sides of o...
Funds management
Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...
Financial planning
Tower Asset Management's forte in Australian equities has helped it win $715 million in new money to manage lately. ...
Financial planning
Australians are most likely to choose a fund managers based on a recommendation, usually from a financial planner or family member, rather than advertising, a new ASSIRT/...
Funds management
From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...
Financial planning
Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...
Financial planning
Credit Suisse Asset Management is new to the retail market, having only just launched a series of funds aimed at the private investor. The response from the market, howev...
Financial planning
Performance track record is the common starting point for both retail and wholesale fund management appointments. Industry publications such as Money Management and Perso...
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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...