FUND MANAGERS
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Rate the raters
Leveraging worldwide resources, Mercer’s global status has helped win respect for its research methods among the majority of fund managers in Money Management’s Rate the ...
Rate the raters
While the impact of recent redundancies and a shift in focus towards alternatives will not be felt until next year’s survey, one area van Eyk improved on in 2011 was the ...
Rate the raters
Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....
Funds management
Lonsec has yet again come out on top in Money Management's 2012 Rate the Raters survey, but other researchers have been closing in on the firm over the past 12 months....
Superannuation
Corporate superannuation specialists are warning of an administration minefield amid a lack of clarity on grandfathering arrangements....
Editorial
During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...
Funds management
Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...
Funds management
The liquidity issues that caused a number of mortgage funds to be frozen at the height of the global financial crisis have been addressed and these funds can now offer re...
Financial planning
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Editorial
While three key global equities markets still face trouble, there has been a major shift in investor behaviour towards this sector. Benjamin Levy reports investors are mo...
Editorial
It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...
Editorial
As the Australian Securities Exchange is about to launch Aqua II, Lucinda Beaman looks at possible outcomes for the new capability. Will it succeed or is it bound to fail...
Financial planning
Standard & Poor's Fund Services has suffered more ratings withdrawals from major clients as a result of the recent announcement regarding the closure of its Australian bu...
Editorial
A patchy economy and global turmoil has left the industry grappling with a jumpy share market and turning to active management in a bid to stave off negative returns. Ben...
Never miss the latest news and developments in wealth management industry
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...