FUND MANAGERS

Financial planning

Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...

Superannuation

Web Abstract long compulsory...

Funds management

Boutique fund managers have completely outrated their larger rivals to dominate the Australian equities category in the 2005 Money Management Fund Manager of the Year awa...

Financial planning

Treasurer Peter Costello has dismissed the recent slide in the Australian sharemarket as the correction we had to have....

Financial planning

The federal government will act on its promise to make administering super guarantee payments easier for employers next Monday by launching a new streamlined electronic p...

Financial planning

The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...

Financial planning

The Investment and Financial Services Association has called for a three-year deferral of the introduction of dollar fee disclosure regulations on closed financial servic...

Financial planning

Research house Standard & Poor’s is considering a change to its process of reviewing fund managers, just weeks after its purchase of rival Assirt Research from the St Geo...

Rate the raters

The power of research houses is highlighted by the recent decision of UBS to no longer allow its funds to be rated by van Eyk, which it sees as a competitor....

Financial planning

Van Eyk Research managing director Stephen van Eyk has taken the group’s highly-public dispute with UBS Global Asset Management to the Swiss manager’s global headquarters...

Policy & Regulation

The Howard government has been urged to make further cuts to the tax rate for superannuation, as well as confirm funding to deliver on its election promises to the financ...

Financial planning

Investors should allocate 25 per cent of their portfolio to international equities as growing volatility on global markets gives good stock pickers better scope for outpe...

Financial planning

Fund manager performance and investment style consistency have been identified as key factors in attracting fund flows, however manager reputation also has a strong influ...

Financial planning

Macquarie has joined a limited number of platform providers that are rebating fund manager volume discounts back to clients....

Financial planning

The Federal election has thrown the January 1, 2005 deadline for fund managers and advisers having to disclose all fees and benefits as dollar amounts into disarray with ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 day ago

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

1 week 3 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 1 day ago
moneymanagement logo