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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
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...
Financial planning
National Australian Bank has sold a large part of its funds management operations in the United Kingdom to London-based fund manager Tilney Investment Management....
Financial planning
Industry Funds Services chair Garry Weaven has called on the Australian Consumer Association to extend its proposed investigation into trail commission to superannuation....
Financial planning
What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...
Financial planning
An online adviser reporting system that claims to take the guesswork out of deducing exact commission payments has been implemented by three dealer groups, with a fourth ...
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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...