FUND MANAGER

Funds management

Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....

Funds management

A HSBC quarterly fund manager survey has stated that over half of fund managers hold a positive outlook about bonds, although investors may look towards reducing interest...

Editorial

Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....

Editorial

Robert Keavney considers the active versus passive funds management debate and concludes that both sides’ arguments are too simplistic....

Financial planning

Association of Superannuation Funds of Australia (ASFA) chief Pauline Vamos is concerned that financial planners aren't responding to different retirement phases with dif...

Editorial

Alena Miles considers what lies ahead in super and retirement income streams, particularly in light of three major Government policy reviews....

Funds management

Pengana Capital’s Asian Equities Long Short Fund is now accessible as a retail fund, having previously only been open to wholesale investors....

Financial planning

The Australian Securities and Investments Commission has launched civil action against the directors and companies involved in the collapse of the MFS group of companies....

Editorial

Performance graphs can be misleading, warns Rob Keavney, who explains how fund managers and others can create false impressions of investment performance....

Financial planning

Complex products preventing planners from taking advantage of market upswings....

Financial planning

Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....

Financial planning

The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...

Financial planning

Japanese fund manager Nomura Asset Management will be launching a retail China fund in Australia next month....

Funds management

Boutique property fund manager Amici Funds Management has launched its first direct property investment fund with the purchase of an office building in Sydney....

Financial planning

Short-term returns are not compelling for investors, while volatility remains key issue to consider when investing in small cap funds....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 3 weeks 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 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago
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