FUND MANAGER
Financial planning
Accounting consolidator Stockford has invested in an online tool which will provide advisers using its master trust Web site with the latest news and information as sourc...
Financial planning
Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...
Financial planning
JOHN WILKINSON reports, two research houses are making serious attempts at presenting an independent picture of what is happening in the hedge fund management sector....
Editorial
As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...
Financial planning
HEAD of the Tom Collins Consultancy, Tom Collins, has launched an online document management hub called Offerdox....
Financial planning
THE MELBOURNE-based Treasury Group has announced its intention to acquire a stake in a series of small fund managers as part of an ambitious bid to become an umbrella gro...
Editorial
What was once an investment class largely ignored by Australian investors has now emerged as a market contender. KATE KACHOR examines the rise and future of hedge funds....
Editorial
As hedge funds become ever more popular, a dazzling array of options are becoming available. LACHLAN GILBERT takes a look at these options and how they operate in the mar...
Editorial
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
Funds management
Tower Asset Management has fallen victim to the continuing instability of the wider Tower group, receiving a weak rating from research house Morningstar for its business ...
Financial planning
The take-up of individually managed accounts (IMAs) in Australia will not be as great as the US experience, says HSBC Asset Management head of retail Rick Villars, who sa...
People & Products
Invesco has promoted John Ryan, formerly a member of its clients services team, to head up its retail sales, servicing intermediaries in Victoria and South Australia....
Funds management
Boutique hedge fund manager Hale and Shepherd Investments has launched its first investment product – a mixed financial commodity fund....
Financial planning
The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...
Financial planning
One of the stumbling blocks for the industry in establishing a risk master trust has always been how to get the insurance groups on side. ALLAN BETTS gives an insurance p...
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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...