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FUND MANAGER
Financial planning
Morningstar has completed research on the fixed interest sector and new ratings, which include five ratings upgrades as well as two downgrades....
Life/Risk
High upfront insurance commissions result in a dramatic overselling of products to people who cannot afford it, according to former Money Management Financial Planner of ...
Rate the raters
After a disastrous 2008, fund managers staged a dramatic recovery last year. Chris Kennedy takes a look at fund manager performance in 2009 and the factors that prompted ...
Editorial
Dominic McCormick explains why it is time to increase the heat on the frozen funds littering the mortgage, high yield, property and hedge fund sectors....
Funds management
Former Macquarie bank fund manager, Oswyn de Silva, has been restrained after trying to leave Australia in breach of court orders....
People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
Financial planning
New evidence has emerged pointing to the seemingly unconventional relationship between the AIOFP and the now defunct fund manager Trio Capital, formerly known as Astarra ...
Financial planning
Australia will be vulnerable to a second financial crisis if interest rates continue to rise, according to a leading equity strategist....
Funds management
Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...
Editorial
Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....
Financial planning
The Association of Independently-Owned Financial Planners (AIOFP) is lobbying key regulatory and administrative stakeholders over the management of now defunct fund manag...
Funds management
The right fund manager with a good skills set should be the priority before the concentration of a fund is considered, according to Standard & Poor's....
People & Products
van Eyk Research has appointed Chris Bigg and Ming Chen as senior investment analyst and investment analyst, respectively....
Financial planning
Westpac-owned boutique funds management incubator Ascalon Capital Managers has acquired another 15 per cent stake in absolute return fund manager H3 Global Advisors, incr...
Financial planning
More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...