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FUND MANAGER
Financial planning
Not only is Kerr Neilson one of the forefathers of the boutique funds management industry, the head of one of the most innovative boutiques in the industry (which consist...
Financial planning
Roger Montgomery says fund management ‘style’ is bunkum and investments should be based on fundamentals, not marketing hype....
Financial planning
Moves by a number of Winchcombe Carson planners to get IOOF managing director Rob Turner’s contract extended were rebuffed by chairman Ray Schoer at the group’s annual ge...
Financial planning
Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...
Funds management
OFM Investment Group will be launching a new range of friendly society bonds using van Eyk’s Blueprint Funds....
Financial planning
Financial planning dealer group Associated Planners Financial Services (APFS) announced today, in what will be an industry first, its intentions to turn its back on soft ...
Financial planning
It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...
Financial planning
As Nick Bruining’s career on the Financial Planning Association (FPA) board draws to a close, he reveals its deepest, darkest secrets…...
Financial planning
Boutique property fund manager MacarthurCook Investment Management (NAFM) has acquired National Australia Fund Management following its purchase of NAFM’s $475 million mo...
Financial planning
For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...
Financial planning
Every fund manager has its own investment style – and blending those styles can reduce portfolio volatility and smooth investment returns, says Mick O’Brien....
Financial planning
Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....
Financial planning
Lifespan Financial Planning will re-price its Omniport wrap platform by the end of November in response to significant pressure being placed on fees in the market....
Financial planning
Morningstar will add a further overlay on its style box revealing the ownership and underlying stock holding biases of portfolios....
Financial planning
Australian fund managers and platform providers are moving ahead in leaps and bounds with significant enhancements to their online service offerings in the last 12 months...
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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...