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FUND MANAGERS
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...
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...
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 ...
Financial planning
Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....
People & Products
BlackRock Australia has appointed Albert Daniels to lead investment communications for the asset management firm....
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....
Financial planning
Fund managers should use their size and influence to ensure the companies they invest in take environmental, social and governance (ESG) issues into consideration....
Editorial
The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...
People & Products
Research house Zenith has broadened its offering with the creation of a new division....
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Editorial
With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...
Financial planning
The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Financial planning
The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...
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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...