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FUND MANAGER
Financial planning
Macquarie Bank’s funds management division - with a 17 per cent increase in funds under management to $4.7 billion over the past 12 months - and its financial services di...
Financial planning
Single manager multi sector products will disappear from the market in the medium-term, according to research from InvestorWeb....
Financial planning
The consensus of thought on the current crisis of adviser credibility in financial planning seems to be “sit tight and ride out the storm”. But is it enough? Keith Peel r...
Financial planning
International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...
Financial planning
Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....
Financial planning
Morningstar has downgraded AMP’s overall manager rating from four to three stars, following a combination of downgrades to forward-looking qualitative ratings and declini...
Financial planning
Mercer Investment Consulting has launched a retail investment research platform targeted specifically at the financial planning market, in direct competition with other p...
Financial planning
Alternative investment fund manager Absolute Capital has made significant changes to its investment team, with group managing director Deon Joubert picking up the role of...
Editorial
The industry is full of elephants, says Rob Keavney, but the elephants’ days are numbered....
Financial planning
Consistent performance combined with low volatility enabled Basis Capital to be rated the top InvestorWeb six star fund manager for hedge funds....
Financial planning
The jury may be out on the wisdom of putting clients into margin lending – but all the signs say that this will be one product that will see increasing demand in coming m...
Financial planning
InvestorWeb Research has named the managers it considers worthy of receiving its six star ratings and at the head of the pack is UBS Global Asset management (GAM) which h...
Financial planning
Macquarie Wrap Solutions has struck a deal with van Eyk Research to utilise the latter’s Blueprint series of funds across its two platforms - the high net worth Macquarie...
Financial planning
Two former IWL executives, David Wright and David Smythe, have launched a new research consulting business - Zenith Investment Partners - six months after being dismissed...
Financial planning
The Assirt research house has released a ‘strong’ rating for two fund managers to which BT Funds Management is now outsourcing its management in the areas of internationa...
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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...