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FUND MANAGERS
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 ...
Financial planning
Inflows to managed funds are expected to grow at between 5 and 10 per cent a year over the next two to three years, according to a new KPMG report into the wealth managem...
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
A senior Liberal backbencher and chairman of the Senate Select Committee on Finance and Administration, Senator John Watson has praised the approach to superannuation by ...
Policy & Regulation
The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...
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MARKET INSIGHTS
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...