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FUND MANAGER

Funds management

Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....

Financial planning

The number of disputes relating to investments taken to FOS in the 2011-12 financial year dropped by 13 per cent on the previous year....

Funds management

Investment strategies for Australian institutional investors posted mostly positive results for the September quarter spurred on by a strong local share market....

Superannuation

Uncertainty is driving short-termism among fund managers and has cast doubt on the viability of growth from underlying structural trends, according to Nicky Stafford, por...

Financial planning

MIR Investment Management rebrands on Greek mythological name to push into Asia and China....

Financial planning

A number of business development managers who have been made redundant by financial services institutions are struggling to find their way back into the industry....

Financial planning

AMP has re-signed van Eyk to continue to provide access to its iRate platform to the group's financial planners....

Editorial

With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....

Funds management

Rival fund manager Denison Funds Management has claimed a unitholder meeting to discuss improving the liquidity in the 360 Capital Industrial Fund by listing it on the Au...

Superannuation

SMSFs are ahead of their institutional counterparts when it comes to allocating to non-traditional emerging markets, according to East Capital....

Financial planning

Regal Funds Management has selected S&P Capital IQ for the provision of analytical tools, market data and proprietary content, which the fund manager said would support i...

Financial planning

Non-aligned dealer groups are having to adopt a creative approach to filling the revenue shortfall left by bans on volume rebates....

People & Products

A new head of wholesale and a national account manager have joined the ranks of Fidelity Worldwide Investment's Australian team....

Financial planning

It’s a common problem confronting financial advisers. Clients that became heavily cashed-up during the GFC are seeking higher yields because term deposit rates have almos...

Financial planning

Legg Mason has restructured its distribution, client service and marketing functions in order to focus more of the fund manager's efforts on institutional and intermediar...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 6 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago