FUND MANAGER
Rate the raters
Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...
Financial planning
Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...
Funds management
A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...
Financial planning
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Editorial
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Editorial
Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....
Editorial
Many experts look at the bond market as an indicator for future inflationary changes. Dominic McCormick argues recent events, particularly in the US, prove otherwise....
Financial planning
Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...
People & Products
Certitude Global Investments has created a new position within its senior ranks, with former Mercer executive Gary Burke to head investments....
Financial planning
Diversified fund manager Pengana Capital has had its Asia Special Events Fund added to Macquarie Wrap's investment menu....
People & Products
Fresh from expanding its boutique offering with the addition of two former UBS small cap asset managers in May, Bennelong Funds Management is again looking to add to its ...
Policy & Regulation
The introduction of the Future of Financial Advice (FOFA) changes could spur the emergence of a new player in the platforms and wraps sector, by driving advisers who are ...
Policy & Regulation
The Government's proposed Future of Financial Advice (FOFA) reforms are likely to cause a fundamental restructuring of the financial advice sector, with larger institutio...
Editorial
The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
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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...