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FUND MANAGERS
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Financial planning
The Australian Securities and Investments Commission is satisfied Australian fund managers are not breaching the Corporations Act through late trading or market timing, d...
Financial planning
The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...
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...
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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...