Powered by MOMENTUM MEDIA
moneymanagement logo
 

FUND MANAGERS

Funds management

According to Towers Watson, fund managers’ return expectations for US and Australian equity markets are at their lowest since 2008....

Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

Funds management

Both major global listed property indices returned more than 25 per cent over the year to November 2012, but most fund managers fell short of the benchmark, according to ...

People & Products

Colonial First State Global Asset Management (CFSGAM) has bolstered its senior leadership team with three new appointments....

Financial planning

Since the relaunch of the CARM Guided Planning System (GPS) as a free trial in October last year, there are now more than 250 financial advisers registered with the finan...

Funds management

Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...

Funds management

The flurry of regulatory change out of the US and Europe has served to challenge Australian investment managers....

Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

Financial planning

Equity Trustees has signed up to specialist cross-border transaction network Calastone....

Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

Financial planning

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

Funds management

Local Government Super has awarded a $90 million mandate to Hermes Fund Managers to launch its Environmental, Social and Governance (ESG) strategy....

Funds management

The Australian Securities and Investments Commission (ASIC) has released an updated investor guide on unlisted property schemes, urging investors to seek financial advice...

Funds management

Financial planners are ditching direct equities for managed funds, according to Zenith head of sales and marketing John Nicoll....

Funds management

ASIC is seeking penalties against the unlicensed operators of more than 12 offshore managed investment funds, which were found to comprise a single unregistered managed i...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 3 days 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 ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 5 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...

1 week 4 days ago

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

2 days 7 hours ago