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FUND MANAGERS
Financial planning
The financial services industry says the Federal Government went a long way yesterday to arresting fears that any proposed anti-money laundering legislation would heap un...
Funds management
The Australian funds management industry is continuing to experience good growth, but fund managers are going to have to do more to win the trust of investors, according ...
Funds management
The Federal Government has sought to assure fund managers that it will play a largely hands-off role in the investment decisions of its $16 billion Future Fund, but has a...
Financial planning
A little known financial services group has started a petition calling for fund managers to be hit with cash penalties for failing to release clients’ superannuation with...
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...
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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...