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FUND MANAGERS
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....
Financial planning
ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...
Financial planning
Praemium Portfolio Services has struck a deal with InvestmentLink to offer advisers consolidated reporting and online transactions across all platforms and fund managers....
People & Products
Research house Assirt has signed former Colonial First State manager for institutional account management, Mark Hyde, as business development manager to head up its exter...
Funds management
Fund managers remain cautious in their outlook for investment markets this year despite rising levels of confidence stemming from the turnaround in equity market performa...
Financial planning
“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...
Financial planning
A raft of high profile financial planners and industry figures have launched a scathing attack on the funds management industry for a list of deficiencies they say are a ...
Editorial
Financial forecasting is so often wrong, says Robert Keavney, that it is about as useful as reading tea leaves....
Financial planning
The funds management industry has come under further attack with more leading industry commentators slamming fund products they claim are being designed for a small profi...
Financial planning
Aurora Funds Management has struck a distribution deal with van Eyk Research and White Funds Management (WFM) less than three weeks after launching Aurora Distribution – ...
Funds management
The funds management industry has been lambasted for its “uninspiring” lack of product innovation - a situation if not righted that will push more and more clients into d...
Funds management
New research from Melbourne-based Property Investment Research has shown a sustained structural shift towards unlisted property fund managers, which will lead to a furthe...
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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...