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FUND MANAGER
Financial planning
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
Financial planning
Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...
Rate the raters
The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...
Rate the raters
Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....
Financial planning
Recent damning television reports about the industry may not be all they seem, says Nick Bruining....
Financial planning
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
Rate the raters
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Financial planning
Mercer Investment Consulting is set to produce publicly available fund manager and product ratings, a move that could see the group in direct competition with the likes o...
Financial planning
The $55 million Macquarie Small Companies Fund has been placed on hold by ratings-house Lonsec following the resignation of small cap portfolio manager Darryl Paul late l...
Financial planning
Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...
Funds management
Australian Unity will suspend inflows into its Healthcare Property Trust for up to six months as the fund has fallen victim to its own success according to the fund mana...
Financial planning
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
Funds management
Hedge Funds of Australia managing director Spencer Young has hit back at the Australian Prudential Regulation Authority (APRA) over concerns voiced by the regulator last ...
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Financial planning
If you believe the FSRA will cure the financial services industry’s ills, then Tom Collins invites you to look for the fairies at the bottom of the garden....
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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...