FUND MANAGERS

Funds management

AMIT legislation welcomed but Equity Trustees is calling on the Government to do more. ...

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Funds management

Colonial First State’s platform offerings are back to their best in the eyes of financial planners, taking the top two spots in Wealth Insights’ Service Level Report....

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Financial planning

Financial advice in Australia is held back by regulation focused on selling and letter of the law compliance that ignores the client according to an industry veteran....

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Financial planning

Magellan Financial Group has launched an ASX quoted version of its leading global equity fund and will offer it to the planners as an exchange traded managed fund....

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Financial planning

Financial advisers’ fee structures abet “closet indexing” by fund managers, creating a clear conflict of interest between planners’ earnings and their clients’ best inter...

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Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

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Editorial

Sean Fenton looks at the merit of long/short investment styles in today’s volatile markets. ...

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Funds management

Legal firm Hall and Wilcox is concerned Australian fund managers will find it tough to implement the new premium investor visa....

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People & Products

SQM has moved further to fill the void left by van Eyk, picking up the former research house’s deputy chief investment officer and head of research. ...

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Funds management

Portfolio strategies used by equity fund managers in Australia do not always match their stated investment philosophies, new research by the CIFR reveals....

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Financial planning

The FSC welcomed the China-Australia free trade agreement, saying it will give fund managers direct access to China and boost the nations’ financial services trade....

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Funds management

Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....

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Financial planning

Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...

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Financial planning

Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...

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Financial planning

The FSI will not change anything and the status quo will be maintained, according to a finance/insurance broker....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 11 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 12 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago