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FUND MANAGERS

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....

Financial planning

AMP chief Craig Dunn promises the AXA Asia Pacific merger will inject more competition into the wealth management market....

Financial planning

Macquarie and Cromwell have requested that Standard & Poor’s withdraw its ratings on certain property funds....

Financial planning

Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....

Financial planning

Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, espe...

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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’...

4 days 12 hours ago

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

4 weeks 1 day ago

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

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks ago