FUND MANAGERS

Funds management

Some of the community anger directed towards the Commonwealth Bank of Australia (CBA) after its Melbourne Cup day rate hike appears to have trickled down to the funds man...

Funds management

Boutiques have emerged as a major attraction for investment personnel departing the major institutions....

Financial planning

Regulators have again been urged to intervene in the issue of fund promotion as some of Australia’s biggest fund managers and super funds continue to market product...

Financial planning

A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...

Funds management

Australia set to push for introduction of Asia Region Funds Management Passport at APEC forum....

Financial planning

A large proportion of industry super funds have high numbers of relatively small investment mandates, ultimately driving up the cost of investment management for members....

Financial planning

Lack of consistency in fund name conventions remains a significant issue, with labels such as ‘balanced’ and ‘growth’ often meaning very different...

Financial planning

New discussions have emerged about separately managed accounts (SMAs) and their potential for future growth, as some fund managers have allowed for coexistence between wr...

Financial planning

Aviva Investors has signed another two-year deal with administration provider, OneVue....

Financial planning

Advisers have been asked to consider the benefits of supporting fund managers who put their money where their mouth is....

Funds management

Lonsec’s latest sector review of Australian and global equity SRI funds questions the motivations of some fund managers signing up to the United Nations Principles ...

Financial planning

Some of the proposed reforms are either unnecessary or incomplete and will not fix the core issues facing the financial services industry, according to the Boutique of Fi...

Financial planning

Australia should use its trading clout with China to force Chinese companies to become more socially responsible, according to the chief executive officer of Global Curre...

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

Funds management

More international fund managers are adopting an overweight view on equities while taking a more neutral view on bonds, according to the latest HSBC Fund Managers’ ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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