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FUND MANAGERS
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...
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 ...
Financial planning
There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....
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...
Financial planning
A global survey of fund managers has found that the risk appetite of investors is improving, with many of them beginning to emerge from the defensive positions that promp...
Funds management
The latest research released by Standard & Poor's suggests fund managers are facing further rationalisations and the need to find cost savings in a tough environment....
Funds management
Research house Morningstar offers qualitative assessment of 15 global listed property strategies; says fully-hedged funds will miss out this year and it's time to re-esta...
Financial planning
Standard & Poor’s survey reveals a funds management industry struggling with tough times and facing both product and industry consolidation....
Financial planning
Allows 12-month suspension of premium payments for retrenched clients in response to hard economic times....
Funds management
New Mercer research reveals fund flows into sustainable investing and emerging markets are continuing to grow despite the global downturn....
Editorial
A mere six months ago, the common wisdom among financial planners was that most clients would be best advised not cashing out their investments lest they miss the inevita...
Financial planning
When it comes to fund manager performance in 2008-09, Amal Awad reports that the best-performing managers are those whose investment returns have plumbed lesser depths....
Financial planning
Competition between industry and retail funds not necessarily improving 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...