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FUND MANAGER

Financial planning

Managed accounts can deliver the benefits of managed funds without the complications, says Stephen Robertson....

Financial planning

When Perennial Investment Partners was launched by IOOF as a new boutique funds management arm in 1999, IOOF’s plan was to become a significant player in both retail and ...

Editorial

We are all aware that reduced levels of investment returns will accelerate the rate at which clients are demanding lower overall fees for their managed investments....

Financial planning

Investors Mutual (IML) is moving from “strength to strength” according to the latest rating of the boutique fund manager by Assirt....

Financial planning

Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...

Financial planning

A Melbourne-based portfolio administration service plans to launch a virtual self- managed account option for investors by March....

Financial planning

Melbourne based financial planning group Glenhurst Corporation will move into the Sydney market after a major actuarial group, boasting $1.3 billion in funds under advice...

Funds management

When is a master trust not a master trust? When it behaves like a fund manager. Peter Worcester reports....

Editorial

A damning new report on the hedge fund industry in Australia has found that many products do not constitute hedge funds at all. Authors of the report, MARTIN GOLD and PAU...

Editorial

Short-term market forecasts are about as useful as horoscopes, says DOMINIC McCORMICK....

Financial planning

Investment manager Hunter Hall International has acquired a 30 per cent interest in AM Constable Limited (AMCL), a start-up boutique fund manager....

Financial planning

Lifeplan Funds Management has broken the $1 billion funds under management barrier....

Financial planning

On the front page of Money Management’s December 12 edition (“ACA slams industry as ‘structurally corrupt’”), Charles Littrell from the Australian Prudential Regulation A...

Financial planning

The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....

Financial planning

An independent actuarial review has been commissioned by Tower Australia in response to concerns posed by the Australian Prudential Regulatory Authority (APRA) over the g...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago