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FUND MANAGERS
Financial planning
Common standards for straight-through data processing will bring more efficiency for planners....
Financial planning
Short-term returns are not compelling for investors, while volatility remains key issue to consider when investing in small cap funds....
Financial planning
Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....
Financial planning
Improving markets and better than average returns see All Star deliver a fee sale aimed at attracting attention....
Financial planning
Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...
Financial planning
Platform provider OneVue has today launched a separately managed account that can be integrated within the OneVue Unified Managed Account....
Financial planning
New Investment Trends research has revealed the degree to which confidence in managed funds and financial planners has taken a hit....
Financial planning
A new survey of fund managers around the world suggests it is too early to call an end to the global financial crisis....
Funds management
Nine out of 10 fund managers hold a positive view on Asia-Pacific ex Japan equities, according to an HSBC survey....
Policy & Regulation
The Association of Superannuation Funds of Australia and the FTSE Group have launched the FTSE ASFA Australia Index Series, claimed to be the industry standard tax-adjust...
Financial planning
Aviva Australia's separately managed accounts (SMA) are available to investors on its Navigator platform from today, the first time, according to the wealth manager, an S...
Financial planning
Austrac has commenced a program of random on-site inspections of financial planners for compliance with anti-money laundering laws....
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
Financial planning
Platform services provider OneVue has enhanced the separately managed account (SMA) on its investment platform....
Financial planning
A former client of Storm Financial and Colonial First State has used his submission to a parliamentary inquiry to argue for after-cost reporting of investment performance...
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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...