FUND MANAGERS

Financial planning

While it may seem safer to confine your investments to the local equities market, looking overseas may too be a good long-term strategy, writes Benjamin Levy....

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Financial planning

Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....

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Financial planning

Rating withdrawals of AXA, BlackRock and Tankstream funds follow suspension of redemptions and/or applications last year....

Financial planning

A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct....

Rate the raters

Amid increased industry scrutiny and some criticism, considerable changes are taking place in the research house universe. AMAL AWAD reports....

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Financial planning

Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...

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Financial planning

In the wake of the global financial crisis, the belief that alternative investments offered a safe haven from the tumult of the markets has been shaken, and questions are...

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Funds management

Fund managers believe capital flows into emerging markets will recover before developed markets after the global financial crisis, according to a Standard & Poor's survey...

People & Products

Former Zurich head of technical services to strengthen research capabilities....

Financial planning

This year’s winner in the Multi-Manager category, Advance Asset Management, has been a long-term multi-manager protagonist and its head of investment solutions, Patrick F...

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Funds management

Many direct property managers blame the government guarantee for the negative impact on their businesses, and will now change the way they market themselves to investors ...

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Financial planning

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

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Funds management

With increasing amounts of funds sunk into alternative investments, fund managers need to explain to wary investors how they operate....

Financial planning

The Minister For Superannuation and Corporate Law, Senator Nick Sherry, says rebuilding confidence in the superannuation and financial services industry is now a priority...

Financial planning

Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were act...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

5 days 3 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

6 days 6 hours ago