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FUND MANAGERS
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....
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....
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....
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...
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....
Editorial
Sean Fenton looks at the merit of long/short investment styles in today’s volatile markets. ...
Funds management
Legal firm Hall and Wilcox is concerned Australian fund managers will find it tough to implement the new premium investor visa....
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. ...
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....
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....
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....
Financial planning
Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...
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...
Financial planning
The FSI will not change anything and the status quo will be maintained, according to a finance/insurance broker....
Financial planning
AFM launches online tool intended simplify managed fund application processes. ...
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MARKET INSIGHTS
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...