FUND MANAGERS
Financial planning
Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....
Financial planning
The Australian Securities and Investments Commission (ASIC) has postponed the date by which fund managers and product providers have to comply with the new dollar disclos...
Financial planning
Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...
Funds management
Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...
Editorial
Assirt Research has restructured its ratings fees and increased subscriptions rates for its quarterly market share report as part of an initiative to steer the firm towar...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
The rush to offer term allocated pensions to the market has led US-based Computer Sciences Corporation and wealth management systems provider Syscorp to develop software ...
Financial planning
Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...
Editorial
The strong Australian economy and better than expected company profits are proving a boon to fund managers, according to the latest InTech Financial Services data....
Financial planning
Three more fund managers - Zurich, Credit Suisse Asset Management and Asgard - have rolled out Term Allocated Pension products just in time for government legislation all...
Financial planning
The Australian fixed interest sector could deliver negative returns to investors next year as it faces a subdued short to medium-term outlook fuelled by anticipated inter...
Funds management
Asia ex-Japan has become the fastest growing asset management region in the world, and given it houses two of the world’s most populous and rapidly growing economies will...
Financial planning
Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...
Editorial
Web Abstract long compulsory...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
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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...