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FUND MANAGER
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...
People & Products
Will lead fund manager review process and manage model portfolios and client relationships....
Funds management
Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...
Financial planning
Funds, assets under management, drop by 29 and 34 per cent during the financial year....
Editorial
Following a number of recent liquidity issues, platforms have found themselves in new territory....
Superannuation
A boutique fund manager has teamed up with a financial planning firm and a stockbroker to offer a direct property fund for the self-managed superannuation fund market....
People & Products
Will be responsible for developing new institutional business and growing future prospects in Australia....
Financial planning
Some industry commentators are giving independent platform provider Powerwrap scant chance of success with the scheduled launch of its consolidated wrap offering this mon...
Financial planning
Orchard Funds Management will pay distributions on seven of its funds this month, but a number of its other funds remain suspended and facing financing difficulties....
People & Products
Former Investec acquisition finance head Tim Wilson has been named as the new managing director of Blue Sky Private Equity....
Funds management
Former SAI property head Graham Brewer is part of the launch of new property manager Amici Funds Management....
Financial planning
MMC Contrarian and Valuestream Investment Management have announced that they have entered into a share sale and purchase agreement....
Financial planning
Index fund manager Vanguard has welcomed the release by APRA last week of super research that found essentially that active investment managers usually underperform the b...
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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...