FUND MANAGERS

Editorial

Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...

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Policy & Regulation

The Government's second tranche of its FOFA legislation has come down hard on shelf space fees, soft dollar and offshore conferences....

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Financial planning

Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...

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Editorial

PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....

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Financial planning

PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....

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Financial planning

Bond benchmarks are "structurally flawed", and bond performance targets for fund managers should instead be referenced to cash, according to Standard Life Investments hea...

Financial planning

Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...

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Rate the raters

Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...

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Rate the raters

Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...

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Financial planning

Hyperion warns of the perils of short-termism and index hugging....

Funds management

A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...

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Financial planning

Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...

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Financial planning

Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....

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People & Products

BlackRock Australia has appointed Albert Daniels to lead investment communications for the asset management firm....

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Financial planning

Major industry research houses have renewed their calls for legislation to be introduced to stop fund managers putting misleading names on their funds....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 5 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 8 hours ago