FUND MANAGERS
Funds management
Fund managers are predicting modest global economic growth and higher equity returns in 2010 but are less positive about bond and credit markets, according to a survey co...
Superannuation
JP Morgan has asserted that the super industry needs to look at alternative styles of investment that are more closely tailored to the needs of those nearing retirement....
Financial planning
More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....
Financial planning
Performance fees being charged by some fund managers in the Australian equities extension sector are excessive, and are being applied without appropriate benchmarks....
Financial planning
Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report....
Financial planning
Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...
Funds management
Light of Day, an association for investors in the unlisted property sector, has been formed for those dissatisfied with bank lending practices....
Financial planning
Peer pressure and the fear of risking their careers is pushing many fund managers to maintain low tracking error against the index, leading to little difference between t...
Funds management
Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....
Financial planning
One of Australia's few remaining large, non-institutionally owned advice groups is courting four potential institutional equity partners or owners....
Funds management
A HSBC quarterly fund manager survey has stated that over half of fund managers hold a positive outlook about bonds, although investors may look towards reducing interest...
Funds management
A-REIT sentiment is down due to increasing interest rates, according to the latest Russell Investments Investment Manager Outlook....
Editorial
Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....
Financial planning
Research house S&P has defended its manufacturer-pays model, saying it increases transparency at a number of levels, despite acknowledging it leaves the research house be...
Financial planning
The Industry Super Network has stepped up its rhetoric about fiduciary obligations and commissions, arguing that the Government has to act sooner rather than later....
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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...