FUND MANAGERS
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'...
People & Products
Pinnacle Investment Management has appointed Steve Gamerov as director of product and strategy, which the company claims will further support the growth of its 'house of ...
Financial planning
Lonsec picked first-time winner in this category, Perennial Value Smaller Companies Trust, out of the crowd of competitors thanks to its strong, sustained performance and...
Financial planning
A clear separation of the responsible entity (RE) from the fund manager and product promoter will increase investor protection significantly, according to Equity Trustees...
Editorial
Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....
Editorial
The repeal of the Foreign Investment Fund rules (FIF) should have a significant impact on the alternatives space in the coming months....
Financial planning
The Australian Direct Property Investment Association (ADPIA) has shifted the focus of its members and their investors, and has announced it will soon be seeking member a...
Financial planning
Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...
Financial planning
Australian fund managers with an excellent investment track record could be misleading investors by overstating their investments skills, according to research from Londo...
Financial planning
Different mortgage fund managers use different tactics to address liquidity issues, and a uniform approach has not been seen yet, according to Standard & Poor's Fund Serv...
Financial planning
Less benchmark-constrained international equity fund managers have outperformed their more constrained peers, because they are more easily able to take advantage of oppor...
Funds management
Fund managers warn that blindly relying on growth stocks to provide outperformance will not work in the changing economic environment....
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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...