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FUND MANAGERS
Financial planning
The Ethical Investment Association has launched a certification program for providers of SRI products and services, which it hopes will promote consistency and make it ea...
Financial planning
For Australia’s biggest financial planning dealer groups, managing conflicts is all about ensuring advisers have adequate choice....
Financial planning
Individual managed accounts (IMAs) have been touted as the next big thing in financial services for a number of years. Admittedly, nobody knows exactly how many funds und...
Financial planning
Fund managers will find it increasingly difficult to generate returns for their investors, and larger, more established managers are likely to be the ones struggling to p...
Financial planning
The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...
Financial planning
Poor returns in the materials and financial sectors have caused the Australian sharemarket to register an overall negative return on a month by month basis for the first ...
Rate the raters
The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...
Rate the raters
The Rating the Raters survey 2005 was conducted using an online questionnaire and took place during February 2005. Participants were asked questions on areas such as rese...
Financial planning
Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....
Financial planning
Ignoring their own rhetoric, balanced fund managers appear to relying on short-term results, writes LEEANNE BLAND....
Financial planning
Research groups generate an income from the fees charged to clients – either fund managers opting for a review, or subscription payments from advisers wishing to get regu...
Editorial
For those looking for the big bucks, funds management is still the sector for lucrative packages. In particular, investment specialists continue to be well-remunerated, w...
Financial planning
It is a cruel irony that last year’s outperformance of the Australian equities sector should give few clues to fund manager performance during 2004 and the 12 months ahea...
Editorial
Abstract Long...
Financial planning
Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...