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Financial planning
Standard and Poor’s (S&P) has introduced new measures to improve the transparency around fund ratings placed ‘on hold’....
Financial planning
Financial planners are threatening a boycott of Challenger products, after the collapse of one of the Packer-backed manager’s funds left clients with huge losses....
Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
Financial planning
Portfolio Partners is the first Australian fund manager to sign up to the Principles for Responsible Investment (PRI), a global scheme co-ordinated by the United Nations ...
Financial planning
US fund manager LSV has stated that it will not launch another Australian fund once its initial offering has been completed....
Financial planning
Diversified financial services business AVFM has reached an in-principle agreement to acquire 50.01 per cent of boutique value funds manager Armytage from Treasury Group....
Financial planning
Wrap administration provider Praemium Portfolio Services has announced its intention to list on the Australian stock exchange through an $18 million initial public offeri...
Financial planning
Challenger Financial Services will facilitate the establishment of a new Australian equities boutique to be run by the three key portfolio managers who walked out on Merr...
Financial planning
Australian Funds Marketing has picked up its fourth overseas fund manager to represent in Australia....
Rate the raters
Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...
Financial planning
Much of the value of having a research house rate a financial product comes in the way of their perceived independence and their ability to offer a completely objective v...
Financial planning
Standard & Poor’s has placed four Challenger small and micro cap funds ‘on hold’ following the resignation of senior portfolio manager James Ring....
Financial planning
Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...
Financial planning
Macquarie has launched a new property fund that will invest in the agricultural sector. However, the fund manager will be buying farms, land and related agricultural buil...
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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...