FUND MANAGERS

Financial planning

The Australian Conservation Foundation has lashed out at the funds management industry for failing to comply with ethical investment disclosure obligations imposed by the...

Financial planning

Colonial First State is seeking to expand its reach across the Asia-Pacific region by forming a series of alliances with fund managers in those countries to distribute a ...

Rate the raters

It may have begun as an afterthought, but today van Eyk Research is leading the pack. Ross Kelly reports....

Financial planning

For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...

Funds management

Hedge fund managers have been called on to raise their industry profile and dispel the perception of secrecy that surrounds them if they intend to move into and remain in...

Editorial

Advisers face many choices when building a portfolio, but as Ross Kelly finds, putting all your eggs in one basket can be risky....

Financial planning

Factors such as branding, fund size, investment style, internal operations (and luck) have ensured that when it comes to the Australian equities sector over recent years,...

Financial planning

If there is one trend when it comes to investment products and vehicle, it seems that 2004 will see a shift away from traditional managed funds. FREYA PURNELL reports....

Editorial

Past performance is no indicatior of future performance is an oft qouted statement so then why is there any emphasis placed on it by fund managers and financial planners....

Editorial

Should we be really happy with a return of 7 per cent? DOMINIC McCORMICK says if we took currency more seriously, we could expect to get considerably more....

Financial planning

AMP has revamped its fledgling non-super AMP Flexible Lifetime Investments product, which was launched in June 2003, by expanding the offering to include 47 different inv...

Financial planning

From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....

Financial planning

Aurora Funds Management (AFM) – the brainchild of former Challenger International executives Alistair Davidson, Simon Lindsay, Hugh Latimer and Richard Matthews – came in...

Financial planning

How a rating house conducts its research has been a contentious issue for some time, but as Jason Spits writes, fund managers are still seeking an open and wide-ranging p...

Financial planning

An industry working party into soft dollar payments has called for the removal of a number of common forms of inducements in its recommendations announced today....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago