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FUND MANAGER
Financial planning
The spotlight on fees and commissions may soon be transferred from financial planners to product providers as a result of a review of the joint Investment and Financial S...
Financial planning
Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...
Editorial
Two recent research reports suggest active fund management has failed over the medium term to outperform the market. Robin Bowerman weighs in on the index versus active d...
Financial planning
US-based fund manager Safa Muhtaseb said market growth in the US and globally is likely to exceed expectations, but that we're only in the early stages of a recovery....
Financial planning
The funds management group is taking advantage of challenging market conditions to add to its stable of advisory businesses in its private wealth arm. Perpetual's latest ...
Financial planning
AUI launches joint venture with Asian equities boutique fund manager Seres Asset Management....
Financial planning
Remaining stake to continue to be owned by Lodestar investment team....
Funds management
Nine out of 10 fund managers hold a positive view on Asia-Pacific ex Japan equities, according to an HSBC survey....
Editorial
Perennial Value Management's managing director said the fund manager is projecting a period of flat profit growth, but on a yield basis, there's good value in the market....
Financial planning
Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....
Financial planning
A Queensland residential investment manager has been put into liquidation, leaving hundreds of mum and dad investors out of pocket....
Financial planning
Product providers and financial advisers are going to be poles apart when it comes to the complexity of the service they provide: Stackpool....
Financial planning
The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....
Financial planning
Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...
Editorial
There’s zero correlation between the number of pages in an offer document and investment performance. Yep, you can make money from a fat prospectus and lose it on a skinn...
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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...