FUND MANAGERS

Financial planning

Chair of the Future Fund Board of Guardians, David Murray, has outlined that the Future Fund will not only act as a vehicle to meet the Government’s existing superannuati...

Financial planning

The unique process of equally combining quantitative and qualitative measures to construct portfolios has seen MIR finish first in the Australian equities - mid and large...

Financial planning

Convinced over time they will deliver returns in excess of the benchmark, researcher Zenith Investment Partners as added five products from the small companies sector to ...

Financial planning

AMP posted a 29 per cent jump in net cash inflows to $2.66 billion in the March quarter, and is flagging the strong run to continue in the wake of today’s Federal Budget ...

Financial planning

Standard and Poor’s (S&P) has introduced new measures to improve the transparency around fund ratings placed ‘on hold’....

Financial planning

It seems the sky is the limit for Advance Asset Management, which has announced that it is managing more than $7 billion of funds for retail and Australian investors....

Funds management

Macquarie Portfolio Management has expanded its range of hedge fund investment options, giving retail investors access to a global group of absolute return hedge fund man...

Rate the raters

Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...

Rate the raters

The Money Management Rating the Raters Survey 2006 collected opinions from 43 fund managers of varying size that control just over $537 billion in funds under management....

Financial planning

Much of the value of having a research house rate a financial product comes in the way of their perceived independence and their ability to offer a completely objective v...

Funds management

The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...

Financial planning

Fund managers have confirmed that the major research houses are still capable of significantly influencing their businesses, with 50 per cent expressing the view that res...

Financial planning

The FPA is expecting financial services providers to modify their products in response to market demands for separately disclosed product and advice fees following the im...

Financial planning

Abstract Long...

Financial planning

ASIC has made its regulatory presence felt in the superannuation choice of fund environment with exercises such as super switching surveillance and a current shadow shopp...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
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