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FUND MANAGER
Financial planning
Centrepoint Alliance will operate their own managed account offering after receiving approval last week to offer it to clients of financial planners....
Financial planning
Calastone adds Dimensional Fund Advisors to its transaction network....
Financial planning
Invesco launches Invesco Wholesale Senior Secured Income Fund as part of defensive offering. ...
Editorial
Boutique fund managers bring a more focused approach to investment management, but they also face many challenges, writes Nicholas O’Donoghue....
Funds management
Fund managers producing consistent levels of outperformance are hard to find with only two per cent producing a regular average of 2.5 per cent above benchmark....
Funds management
The median Australian share fund manager marginally underperformed the benchmark last month, with materials continuing to prove the standout sector, according to Mornings...
Funds management
Investors will gain access to two unlisted Allan Gray unlisted managed funds through OneVue’s mFund Settlement Service capabilities....
Financial planning
BTFG’s Ascalon takes strategic stake in Morphic....
Financial planning
Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....
Financial planning
AFM launches online tool intended simplify managed fund application processes. ...
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Financial planning
Insync announces its Global Titan Fund has been listed on CFS FirstWrap platform. ...
Rate the raters
While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...
Rate the raters
While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...
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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...