FUND MANAGERS

Financial planning

Criticisms by van Eyk Research chief Mark Thomas of the levels of scrutiny being applied by research houses have sparked a strong response from rival research houses, wri...

Editorial

It is now clear that the failure of many fund managers to appropriately navigate the global financial crisis has caused many investors to question the ultimate value they...

Funds management

Super funds told to use their bargaining muscle to move away from the existing asset-based fee regime for funds management, which generates substantial fees for managers ...

Financial planning

A conference of industry superannuation funds has been warned of the implications of a minority Coalition Government for the not-for-profit sector....

Funds management

Lack of confidence in financial institutions has pushed clients towards direct investments, according to new research from Investment Trends....

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has fired a broadside at the Australian investment research industry, criticising his peers for failing to apply hig...

Financial planning

The wrong assumptions are being made about fund managers and their approach to risk by those using tracking error, according to Russell Investments’ portfolio manag...

Financial planning

Fund managers and research houses have come under fire for relying too heavily on benchmarks when constructing portfolios....

Financial planning

Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...

Financial planning

It’s logical that the financial planning sector would seek better accountability from product providers and researchers....

Editorial

The market for C and D financial advice clients is heating up, both for sellers and buyers, writes Caroline Munro....

Financial planning

Book sales have increased dramatically over the last financial year as advisers change their business models in response to reform as well as disenchantment with dealer g...

Funds management

Investor and adviser sentiment towards property investing will improve as fund managers learn the lessons of the global financial crisis (GFC), according to Charter Hall....

Financial planning

Today is the last chance financial planners have to voice their opinion in the Money Management Rate the Raters survey....

Financial planning

Financial planners are invited to have their say on the operations and performances of Australia's leading research and ratings houses....

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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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