FUND MANAGERS

Funds management

Australian fund managers are broadly negative about the impacts of an RSPT but believe it has already been priced into most mining company shares....

Funds management

There has been a heavy shift away from European and UK equities towards global and emerging markets bonds as fears about the European debt crisis take hold....

Rate the raters

The results of the annual Money Management Rate the Raters survey have shown research houses are still in favour. However, there is still room for improvement. Angela Fah...

Financial planning

Despite pay-for-ratings models coming under increasing scrutiny, the major research houses cannot survive on research subscriptions alone. Lucinda Beaman reports....

Financial planning

Australia’s major retail funds management ratings houses need to improve their turnaround times, according to the findings of Money Management’s 2010 Rate the Raters surv...

Funds management

New S&P research points to continuing fund manager churn....

Financial planning

While there are obvious opportunities in emerging markets, fund managers have warned that investors not lose sight of opportunities in developed markets....

Editorial

In the wake of the Federal Budget, and with sovereign debt worries in Europe, the future is uncertain for financial planners....

Financial planning

Dealer groups are continuing to support calls for a unified industry voice despite concerns about how a potential merger between the FPA and the AFA would work....

Financial planning

Lonsec has given seven funds its top rating of Highly Recommended in the latest 2009-10 Large Cap Global Equity Fund sector review....

Rate the raters

After a disastrous 2008, fund managers staged a dramatic recovery last year. Chris Kennedy takes a look at fund manager performance in 2009 and the factors that prompted ...

Funds management

Fund managers have a more cautious market outlook due to sovereign risk concerns in Greece and other European countries, according to the latest Investment Manager Outloo...

Editorial

Dominic McCormick explains why it is time to increase the heat on the frozen funds littering the mortgage, high yield, property and hedge fund sectors....

Funds management

Many institutional investment strategies record turnover significantly higher than their stated levels, according to a Mercer and IRRC Institute study....

Editorial

Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

1 week 2 days ago

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
moneymanagement logo